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12 Types of Customers and How to Win Them
We are all customers or have been customers at some point. The experiences may be different, and this is mostly because of our needs, choices, and personalities.As a customer, there is always a quality that sets you apart from other customers, making it possible to either get the best deals or just average deals. Appealing to different types of customers is the first step to success. Leveraging each type of customer and their qualities leads to growth and success.This blog will discuss twelve types of customers, their distinguishing qualities, and how you can win each of them. Let’s get started. How to identify different types of customersRecognizing the different types of customers is crucial for any business to customize their services to meet specific customer needs. The following points can be used to identify customer types:Gaining customer feedback: Use surveys, interviews, and reviews for customers to share their opinions, preferences, and levels of satisfaction.Conducting research: Research by collecting data on age, gender, preference, and purchasing power to learn about your different types of customers.Segmentation: Divide your types of customers using demographics, behavior, and geography to identify their motivational features.Social media interaction: Stay active with any information shared in online spaces to gain information on needs for the different types of customers.Use CRM system: By analyzing features such as customer behavior and preferences, it is possible to identify the standards and patterns that will better engage your types of customers.Review customer interactions: To stay in the loop, identify common questions or products shared by your types of customers in their different interactions to determine their needs.What are the different types of customers?The key to success in the business world is knowing the types of customers. You can interact with them more by looking into qualities beyond their facial values. Here are some of the various types of customers that you will definitely encounter in your business.New customersA new customer is an individual who buys your product, service, or subscription for the first time. It is natural for new customers to have questions about the brand or product.What they need:Smooth onboarding: Provide your customers with an outstanding onboarding process as well as exceptional support.24/7 help: Provide them with fast and reliable assistance on the basic concerns they may have.How to win them:Proper welcoming: This can be done by sending an email greeting them and thanking them for choosing to purchase your product, service, or subscription.Social proof: Provide your customers with a use case or a story they can easily relate to. This gives the new customer confidence and makes them feel proud of their decision to purchase your product or service.Impulse customersThese are types of customers who buy products instantaneously. An impulse customer does not spend a lot of time researching the products and mostly buys based on their emotions.What they need:Fast responses: Make your responses as fast as possible before they change their minds.Minimize obstacles: Clear anything that may distract the customer or waste their time.How to win them:Transparency: By making the interaction simple and concise, clearly address their concerns on return policies, warranty details for the product, and product use cases.Quick, effective customer support: Make their decision-making process easier by answering their concerns directly. Stick to the most important details, making your response short, fast, and emotion provoking.Loyal customersThese are customers who make repeated purchases of your products or services and will always be back for more. In most cases, they act as brand advocates for your product through their use cases and referrals.They are highly knowledgeable about your product or service and will use this to convince others of the benefits of using it. As the gold standard, loyal customers will always expect similar or better services.What they need:Proper motivation: Use incentives and loyalty reward programs to motivate them to make referrals and remain loyal.Credit their work: Mention them in an article or a case study to provide them with exposure.How to win them:Excellent customer experience: According to research by Forbes, 73% of customers believe that an a smooth customer experience is key to influencing their loyalty to different brands. By ensuring customer services are standardized and effective, customers are highly likely to remain loyal to your product or service.Be proactive: Ensure that any issue that may lower the standard of the product or service is addressed before it happens. These can be used to improve the quality of the product.Potential customersIndividuals who are not officially customers because they are yet to make a purchase but have shown a significant interest in the product or service.These are customers are at the awareness stage and have either subscribed to your newsletter, filled out a contact form, or made an inquiry through their preferred communication channel.At this stage, they are mainly looking for the X factor that separates your brand from others.What they need:Constant customer communication: Constantly initiate communication to keep them engaged and ensure your support team is always available to help whenever needed.Good user experience: Make the first impression count by having an appealing website design.How to win them:Show product value: Ensure that you ask customers questions about their preferred needs. Use demos, use cases, testimonials, customer reviews, and blogs to show the value of your product.Provide information resources: Use your knowledge base articles and FAQs to provide customers with information at their convenience.Discount customersThey know what they want but are not willing to pay the actual price for the product or service. Instead, they take their time looking for other buyers offering the same product but at a lower price.Such customers only consider the pricing of the product and are the least loyal. They will normally conduct research to find information about the product and the discount offer, if any.Research by Capterra shows that up to 86% of online customers will try a new business if they have coupons.What they need:A subsidized pricing plan: This can be achieved by offering discounted prices on your products or services.Affirmation of value: Assure the customers that despite the discounts, the products are still valuable and worth their while.How to win them:Explain the deal: Ensure that your discount customers understand the deal clearly. The customer has to feel and understand that regardless of the discount, the product is still top notch, and they can save money as well.Provide added value: To ensure customers stay loyal to your brand, offer them more than the initial value. The added value can be exemplary customer support. Exemplary and consistent customer support makes the product reliable, leading to customer retention and satisfaction.Need-based customersThese are types of customers who make purchases based on certain needs. Such customers are challenging to convince because they know what they want and where to get it. Once they visit your website, they will only buy the specific product they need and leave.What they need:Clear information: Provide all the relevant and important information that will inform their decision making.Match their expectations: Ensure the services are quality and live up to their expected standards.How to win them:Ensure the interaction is positive: Always initiate communication with the customers, and make sure to be engaging and positive.Top-notch customer service: Providing outstanding customer service helps differentiate your brand and product from the competition. Ensure that the customer service team is well trained and equipped with the proper skills to engage the customers positively.Browsers (wandering customers)These types of customers are responsible for most of the traffic to your website; however, they have no intention of making a purchase. Despite increasing traffic on your website, they have the lowest percentage of sales revenue.What they need:Appealing website: Make sure the website is both visually appealing and easy to navigate.Proactive customer support: Always reach out first to users visiting your website to provide them with support when necessary.How to win them:Clear and engaging content: Provide customers with well-structured and informative content that is clear.Offer discounts: Discounts are attractive gestures that can be used to lure browsers. By offering discounts, such customers will buy your products, leading to engaging customer relations for the long term.Unhappy customersRegardless of the business, unhappy customers are an inevitable lot that will always be a part and parcel of customer service. Dealing with them is not the easiest task either, and it requires the best customer support service to solve their problems.They are either unhappy with your services or are having a bad day. It rests upon you to ensure that the frustrations are met.What they need:Recognition of the problem: Apologize and address their concerns transparently with valid solutions.Customer follow-up: Confirm whether their problems have been handled appropriately to meet their demands.How to win them:Show empathy: The best way to win over an unhappy customer is to stay calm and listen to their concerns. This makes it possible to understand their concern better by being empathetic. Viewing the problem from the customer’s point of view can give you a different perspective on it and therefore tailor support that meets customer demand.Have a plan: Always have a positive and calm approach towards angry customers. Ensure that your support team is well trained and has the appropriate skills to handle them.Active customersTypes of customers who constantly buy your products or services. They are different from loyal customers because they can easily switch to your competitors if they get a better offer.What they need:Constant communication: Because of their volatility, they need to be sure that you value their presence.Prompt response to their criticism: Stay on top of any negativity that may come via their criticisms by apologizing and providing the customer with proper solutions to their concerns.How to win them:Provide quick customer feedback: Don’t wait until their problem worsens, enhance their success by providing quick responses to their concerns.Train your team: Ensure your support team has the proper skills and knowledge for continuous interaction.Referral customersTypes of customers who learn about your business via recommendations from your loyal customers. They are willing to engage your business because the referral comes from someone they trust.What they need:Smooth onboarding: Provide a comprehensive and clear onboarding plan that promotes the levels of engagement.How to win them:Offer dedicated support: Strive to provide your types of customers with readily available support to address their concerns.Include rewards programs: Offer the customers a discount or an incentive for joining your team.Confused customersTypes of customers who find themselves on your site by mistake. Such customers are highly likely to have questions before and after they buy the product for further clarification.What they need:Clear explanations: Because they lack information on your business, ensure that you provide transparent and precise information on your products or services.Guaranteed quality: Assure the customers that they have made the best choice engaging your business.How to win them:Focus on your unique selling point (USP): Point out the key unique features that make your product beneficial compared to your competitors.Readily accessible support: Provide support information across all communication channels for ease of accessibility.Lapsed customersThese are your previous customers; however, they haven’t interacted with your business for a long time. The reasons for this could be lack of value, switching to competitors, lack of motivation or interest, or changed preferences.What they need:Reassurance on improved services: Prove to the customers that you have made positive changes to your brand. Assure them of the changes and/or solutions made to the services.Focused reactivation campaign: Create a campaign with incentives meant to win back the customers.How to win them:Constant communication: Regularly conduct follow-up and use constant reminders to win them back.Utilize reward programs: Provide them with irresistible offers to encourage them to stay.Acknowledge the needs of your types of customersBy understanding all the types of customers and their needs, it’s simpler to provide standardized products or services that cater to them. Given the competitive nature of the business world, the key is to always make customers happy at the end of the day.All the different types of customers will have specific needs based on their concerns, preferences, and relationships with the company.Start your free trial with LIKE.TG or schedule a live demo to enhance your customer engagement. You can also contact our support team for more information.Did you find this article helpful? Kindly, share your thoughts or suggestions in the comments section below.
33+ Best SaaS Tools for Businesses [2024]
With advancements in technology being embraced, the need for the best SaaS tools in different sectors and departments, such as support, HR, management, reporting, business intelligence, and more, has never been more emphasized.Irrespective of your industry and market, having the right SaaS tools as your productivity and efficiency companion is the best investment for any business looking for that “wow” factor that will make it stand out.This article highlights the compilation of the best SaaS tools in different industries, which are essential for most businesses to consider. What are SaaS tools?SaaS (software as a service) tools refer to any software that is cloud-based, meaning it is hosted online and users can access it via the internet. Generally, SaaS tools require no installation steps to set up and start using.Different SaaS tools have unique features and capabilities to suit different businesses’ needs and preferences. They also cater to businesses of all sizes, including startups, small-to-medium businesses (SMBs), and enterprises.What are the advantages of SaaS tools?Most companies, irrespective of industry and business size, are opting for SaaS for good reasons.User-friendliness: To begin with, SaaS software requires minimal installation and onboarding. All you need to do is simply sign up or log in and you’re good to go!Pricing: When it comes to the initial and operation costs, SaaS generally has lower expenses, compared to the other types of software. It also has varying pricing plans that can accommodate most businesses’ budgets.Accessibility: Most SaaS tools are easily accessible because they are cloud-based, with a majority of them having mobile app support.Scalability: Most of these SaaS tools are scalable. This means they can easily accommodate businesses of varying sizes, from startups to small-to-medium businesses, and enterprises.Wide-range integrations: What’s more, most of SaaS software comes with third-party app integrations.The best SaaS tools in the market today (2024)The following are the best SaaS tools for enterprises that different industries are fast embracing because of their many advantages, such as scalability, security, pricing, user-friendly interfaces, and more. Let’s dive in!Help desk SaaS toolsHaving cloud-based help desk software in any business is vital for managing all customer service operations. The ideal SaaS support tools should be comprehensive, with features such as a ticketing system, AI, automation, multilanguage support, reporting and analytics, multichannel support, task management, and mobile support, just to mention a few.1. LIKE.TGLIKE.TG is the best AI-powered help desk for businesses looking for an all-in-one customer service solution to streamline their support operations.Features It has a comprehensive range of functionalities:Ticketing system to quickly resolve and manage customers’ inquiries and requests.Artificial intelligence (AI) and automation capabilities to streamline support teams’ workflows and boost productivity.Multilingual knowledge base software to ensure information is readily available for self-service in the end-users’ preferred languages.Multiple communication channels such as live chat, emails, and phone calls.Reports and analytics tools to keep track of the performance of different areas of support.Rebranding and customization of ticket fields and forms to suit specific business needs.Wide-range integrations with third-party apps for enhanced agent productivity and collaboration.Mobile support that helps businesses provide on-the-go customer service, ensuring issue resolution is just one click away.Task management to manage and keep track of the progress of each internal teams’ tasks.Multilanguage support that ensures support teams and customers can communicate with ease, irrespective of their native language.PricingFree for startupsScale: $25/month for 3 agentsGrowth: $50/month for 3 agentsEnterprise: $75/month for 3 agentsFree trial period: 15 Days To know more, feel free to reach out to the LIKE.TG support team. You can also book a live demo for a detailed explanation of how the help desk software functions. Start a free trial today, to get the first-hand experience of LIKE.TG’s simple, yet powerful, intuitive features!2. GlassixGlassix is unified inbox software that leverages AI to ensure all business conversations, between internal teams and customers, are managed in one platform. It has SaaS support tools such as canned replies, smart tagging, AI, omnichannel support, and more.FeaturesUnified inboxChatbots and conversational AIMessaging channelsPricing: Starting at $49 per user/monthFree trial: 30 days3. TalkdeskTalkdesk is an AI-powered, SaaS contact center for customer support. It consists of features such as omnichannel support, customer self-service options, customizations, and collaboration tools.FeaturesSelf-servicePre-built integrationsWorkforce managementPricing: Starting at $85 per user/monthFree trial: Not availableReporting and analytics SaaS toolsEvery business needs to have comprehensive reporting and analytics software to get accurate and valuable insights on the performance of different areas and to know the right measures to take to improve operations.4. Bold ReportsBold Reports is a user-friendly reporting SaaS tool with powerful features that take data measurement, report distribution, and management to a different level.It consists of functionalities such as data preparation, 360 visualization tools, embedding capabilities, and more. Bold Reports analytics tools ensure all businesses can clearly visualize and securely access their reports, and quickly make insightful data-driven decisions.Features360 data visualizationDeep embeddingReport distributionWhite labellingMultiple export formatsPricing: Starting at $445Free trial: 15 days5. UniqodeUniqode helps businesses simplify their operations and boost workplace productivity with QR Codes. By using QR codes, businesses can simplify onboarding and recruitment, streamline attendance, collect feedback seamlessly, asset tracking and more. FeaturesDynamic QR Code – Edit your QR Code destination with ease without worrying about reprintingBulk create up to 2000 QR Codes at onceTrack your QR Codes. Understand how people engage with themEasily integrates with 5000+ communication, CRM and other automation tools.6. DatapineDatapine is an interactive business intelligence platform with a variety of dashboards for securely accessing, visualizing, sharing, and managing company data.FeaturesData connectorsEmbedded analyticsDashboardsPricing: $249 per monthFree trial: Not available7. InfoCaptorInfoCaptor is documentation and ad-hoc dashboard reporting software for data prototyping, visualization, and analytics. It is one of the SaaS tools for startups and small businesses using open-source applications.FeaturesLive dashboardsDatabaseWebsite servicesPricing: $39 per monthFree trial: 60 minutes (dashboard consultation for new users)Business Intelligence SaaS toolsFor any business to get insightful information and make good decisions, they need the best business intelligence SaaS tools in the market. Such tools should include powerful features for real-time data analysis, reporting, and visualization, with a variety of dashboards and predictive analytics tools.8. BoldBIBoldBI is cloud-based analytics and business intelligence software. It consists of powerful capabilities such as embedded analytics, data connectors, and real-time data visualization, that help businesses make good data-driven decisions.FeaturesEmbedded analyticsData connectivityPredictive analyticsData visualizationSecurityPricing: Starting at $445Free trial: 15 days9. DatafloDataflo is business intelligence software with data analytics and visualization capabilities that assist organizations to analyze and keep track of their data, leading to actionable and insight-driven decisions.FeaturesCustom dashboardsGoal monitoringSlack centerPricing: Starting at $99 per monthFree trial: 7 days10. DomoDomo is another business intelligence SaaS platform using AI to perform data visualization and analytics functionalities, helping organizations to get insights and make informed decisions. It includes features such as embedded analytics, visualizations and dashboards, reporting and self-service analytics, and more.FeaturesVisualizationReportingData sciencePricing: Contact Domo’s supportFree trial: 30 daysE-Signature SaaS toolsElectronic signature SaaS tools are designed to make it easy for end-users to create, sign and manage digital documents, and ensure the security and compliance standards during the signing process.11. BoldSignBoldSign is a SaaS electronic signature platform that enables businesses of all sizes to securely create, send, and keep track of the e-signatures of their digital documents. It includes key features such as e-signatures, document tracking and management, localization, user management, bulk link signing, and mobile support, among others.FeaturesElectronic signature requestsDocument managementBulk sending and linksLocalizationUser managementPricing: Starting at $10/month for 3 usersFree trial: 30 days12. GetAcceptGetAccept is a digital sales room platform that offers secure e-signature features for creating, sending, and tracking digital documents, empowering support sales teams to perform better.FeaturesElectronic signatureSales content managementContracts and proposalsPricing: $49/user/monthFree trial: 14 days13. Nitro SignNitro Sign is a SaaS e-signature tool for signing, sharing, and managing documents digitally in a simple yet secure way. It consists of features such as electronic signatures, audit trails, document management, bulk signing, integration, and mobile support.FeaturesElectronic signaturesIntegrations and API connectivityDocument managementPricing: Starting at $17.39 per user/monthFree trial: 14 daysHuman resource management SaaS toolsEvery company needs software that can help them seamlessly manage everything about employees. This is where human resource management (HRM) SaaS tools come into play.14. BambooHRBambooHR is one such SaaS tool for human resource management. It simplifies processes such as payroll, hiring, onboarding, employee reporting, database management, and more.FeaturesHR data and reportingHiring and onboardingPayroll, time, and benefitsPricing: Starting at $12 per employee/monthFree trial: 7 days15. Zira.aiZira.ai is an AI-powered staff management solution that streamlines workflows through capabilities such as task or shift management, optimization of complex schedules, time and attendance tracking, and employee communication.FeaturesSchedulingTime and attendancePolicy enginePricing: Starting at $4Free trial: Available16. Hi BobHi Bob is an HR SaaS tool designed with functionalities like time and attendance tracking, workforce planning, managing payroll, monitoring performance, hiring, and onboarding management. Bob empowers HR teams, managers and employees to easily work with and manage all HR-related processes.FeaturesCore HRHiring and onboardingUK payrollPricing: Contact Hi BobFree trial: Not availableVideo conferencing SaaS toolsWhen it comes to remote work, webinars, online collaboration, and virtual meetings, especially for people in different locations, having the best SaaS tools for video conferencing is vital. Every business needs a video conferencing tool to streamline their communication, collaborate better, and enhance their productivity.17. Cisco Webex MeetingsCisco Webex Meetings is a cloud-based video conferencing solution that provides businesses with comprehensive capabilities for webinars or meetings that are professional with high-quality video and audio.It includes features such as meeting recording, screen and file sharing, and real-time messaging. It also has AI-powered features such as breakout rooms, transcription, and noise cancellation.FeaturesMeetings, events, and webinarsCalling and messagingWhiteboardingPricing: Starting at $14.50/ license/ monthFree trial: 90 days18. LivestormLivestorm is a SaaS video conferencing and webinar platform ideal for all types of webinars, virtual meetings, and events. It supports screen sharing, AI transcription, chats, analytics, and more, ensuring businesses have engaging webinars with their audiences every time.FeaturesAI transcriptionsScreen sharingVideo messagingPricing: Starting at $79/month, billed annuallyFree trial: Available19. LifesizeLifesize is a cloud-based video conferencing platform that can be used for meetings of all sorts, from personal calls to large conference meetings. It supports video, audio, recording screen sharing, third-party app integration, and more.FeaturesDirectory supportAudio conferencingMeeting recordingsPricing: Starting at $88 per monthFree trial: 14 daysProject management SaaS toolsBusinesses always need project management SaaS tools to easily manage tasks, plan and keep track of project progress, and more. The following are the best SaaS tools for project management.20. WrikeWrike is a collaborative project management SaaS tool with features like customizable dashboards, collaboration tools, and Gantt charts for task management, resource allocation, project planning, and tracking, for better team productivity and collaboration.FeaturesDashboardsGantt chartsProofingPricing: Starting at $9.80 per user/monthFree trial: 14 days21. CeloxisCeloxis is comprehensive project management software that includes comprehensive tools such as Gantt charts, time sheets, analytics, risk management, and project dashboards. Celoxis is ideal for task management, project tracking, resource allocation, reporting, and financial management. It empowers teams to streamline their workflows better.FeaturesDashboards and analyticsGantt chartsTime sheetsPricing: Starting at $15 per month, billed annuallyFree trial: 14 days22. QuipQuip is a unified productivity platform, suitable for Salesforce end-users looking to streamline their workflows and enhance team collaboration. It supports project management through features such as embedded documents, real-time collaboration, chats, and spreadsheets. Sales teams can collaborate in creating and editing documents, project time tracking, and task management.FeaturesEmbedded documentsChatsSpreadsheetsPricing: Starting at $10/ user / monthFree trial: 30 daysMarketing SaaS toolsBrand awareness and marketing plays a major role in customer acquisition and retention. The best SaaS marketing platforms should have a user-friendly interface and comprehensive marketing tools with affordable pricing plans.23. Constant ContactConstant Contact is a SaaS marketing platform for small businesses looking to grow through digital marketing. It has SaaS tools for small businesses to manage email marketing, social media marketing campaigns, text/SMS marketing, and event registration.FeaturesList-building toolsAI and automationDigital marketingPricing: Starting at $12 per monthFree trial: 30 days24. ActiveCampaignActiveCampaign is an AI-powered email and marketing automation solution, ideal for businesses looking to personalize their marketing campaign efforts and enhance their customer engagement. It has comprehensive functionalities such as email marketing, sales automation, omnichannel marketing, CRM, and audience management.FeaturesMarketing automationAudience managementContent creationPricing: Starting at $145 per monthFree trial: 14 days25. LoomLoom is an AI-powered video marketing and communication SaaS tool. It includes video messaging features such as screen and camera recording, transcription, video editing, storage, and more. It is ideal for any business that wants to create, edit, share, and store video in a personalized and interactive way.FeaturesTranscriptionVideo editingScreen recordingPricing: Starting at $ 12.50/ creator/ monthFree trial: 14 daysOnline survey SaaS toolsGetting end-users to provide feedback is one of the most challenging yet rewarding processes. The ideal survey and feedback platform should have a wide range of templates and customizations to choose from.26. Zonka FeedbackZonka Feedback is a customer feedback and survey platform that enables businesses to collect, analyze, and act on end-users’ feedback. It offers comprehensive features such as survey templates, customization options, reporting and analytics tools, real-time customer feedback, and multichannel distribution capabilities.FeaturesBuild and customize surveysSurvey distribution channelsReports and analyticsPricing: Starting at $49 per monthFree trial: 14 days27. TypeformTypeform is an online survey and form building SaaS platform designed for businesses to create personalized and interactive survey experiences. It offers various template options, multiple question types, and customization options like conditional logic.FeaturesForm builder (sign ups and orders)Survey marker (research and feedback)Quiz maker (trivia and product match)Pricing: Starting at $25 per monthFree trial: Not available28. SurveyMonkeySurveyMonkey is an online AI-driven survey and feedback tool for businesses to create, analyze, and distribute surveys in a personalized and efficient way. It includes features such as customization options, multichannel distribution methods, data analytics and reporting tools, multiple templates, and question types.FeaturesSurveys and formsTemplatesMultichannel distributionPricing: Starting at $25/user/monthFree trial: 30 daysInternal communication SaaS toolsBusinesses can make their employees communication, collaboration, and productivity better by investing in the right internal communication SaaS tools.29. ClaritiClariti is a communication and collaboration SaaS tool that integrates chats, calendars, emails, social media conversations, and documents into a single unified platform. It includes comprehensive communication features such as to-do lists, conversation threads, and integration with cloud storage apps, for easier team interactions and project management.FeaturesCalendarIntegrationsChats and collaboration toolsPricing: Starting at $5/user/monthFree trial: 14 days30. JiveJive is an enterprise employee engagement platform that provides a centralized space for different departments and teams across an organization to communicate, share knowledge, and collaborate effectively. Jive includes features such document sharing, discussion forums, and activity streams.FeaturesAI content miningIntegrationsDocument managementPricing: Contact JiveFree trial: 30 days31. RyverRyver is an online team communication and task management SaaS tool that offers businesses a unified app for teams to collaborate in real-time and get more organized. It provides features such as voice and video call support, direct group messaging, team chat support, topic-based forums, file sharing, and more.FeaturesCustom conversation channelsCollaboration spacesSingle sign-on (SSO)Pricing: Starting at $4 per userFree trial: 14 daysCustomer relationship management (CRM) SaaS toolsCRM SaaS tools are a must-have for businesses that need to keep track of their sales progress, manage customer interactions, organize their data, and get insights into customers’ pain points or behavioral patterns.32. PipedrivePipedrive is a cloud-based customer relationship management tool designed to help streamline sales processes for more deal-closing. It provides customization and automation features that make it easy for sales teams to track their sales pipelines and performance, manage their sales deals, and automate sales operations.FeaturesLead managementPipeline managementWorkflow and marketing automationPricing: Starting at $12/ seat / monthFree trial: 14 days33. CloseClose is a simple CRM SaaS tool that focuses on building customer relations. It has capabilities such as built-in calling, SMS and emailing that ensure fast and efficient communication for sales teams. It also has features like sales pipeline management, reporting tools and task automation, ensuring businesses manage their sales processes effectively.FeaturesCommunication supportAutomationReportingPricing: Starting at $49/user/monthFree trial: 14 days34. SugarCRMSugarCRM is a comprehensive cloud-based CRM system that utilizes AI to offer marketing automation, sales automation, and customer service solutions. It includes features such as a robust cloud infrastructure, time awareness, AI-powered predictions, and multilevel customization capabilities.FeaturesSales and marketing automationMail and calendar integrationBuilt-in AIPricing: Starting at $49/ user / monthFree trial: 7 daysChoose the best SaaS tools for your businessHaving looked at the best SaaS tools, with the best capabilities, features, and pricing plans, the decision now lies with you, the esteemed end-user. Consider a platform to suit your specific needs, one that is best for your budget yet is also comprehensive, scalable, and user-friendly, with reviews from existing customers.When it comes to outstanding customer support, LIKE.TG takes it home. From the comprehensive features to the affordable pricing plans, the user-friendly yet intuitive interface and the readily available support, it is worth considering!
10 Best Welcome Messages for Customers [Examples and Templates]
At some point, we all have been a new customer at a company and got a warm reception. But what differentiates a good first impression from a memorable one?It’s the welcome message that makes you feel like you’ve made the right decision. The impact of a well-written welcome message in setting the tone for any relationship cannot be underestimated.Let’s discuss the value of welcoming messages, how to write them, and how they can help establish enduring relationships. What is a welcome message?Welcome messages are simple messages sent to new customers when they create an account or visit your website for the first time.Welcome messages can be much more than just friendly greetings because of their flexibility. They present an opportunity to make a connection with your target audience.A welcome message sent to a new customer will serve as the starting point for all future interactions with them.Welcome messages, whether sent by text, email, or your website, assist in creating a good first impression and set the tone for further communications.How to write a welcome message for customersA few basic principles need to be followed while writing a welcome message to make sure it is interesting, informative, and sets the proper tone for your connection with the receiver.Start with a warm greeting and show appreciation for their purchase or subscription to make your customers feel comfortable and valued.Introduce your business and highlight key benefits clearly and what to expect. Offer support and contact information.Close on a positive note that shows your excitement and readiness to help.Other guidelines for creating effective welcome messages:Make your message short and to the point.Use a friendly and approachable tone.Tell your customers how to get started.Make sure you address the recipient appropriately.End your message with anticipation of a long-lasting relationship.These steps will contribute to strengthening customer relationships and improving brand perception.Welcome message templates and examplesA well-crafted welcome message can do wonders for building a positive customer relations with new clients.Compose a welcome message that not only informs but also engages customers, setting the stage for a positive and long-lasting relationship.The following are pieces of a good welcome message examples that can be combined as appropriate for your business.Warm greetingNew customers don’t want to feel like just a number added to a company list. They expect to be acknowledged as individuals in their every interaction with the business.Best practices:Addressing your customers by their names makes the greeting feel more comfortable.Use a friendly tone to make the recipient feel welcome and appreciated.Keep the greeting short and to the point, ensuring it is easy to read and understand.Example:Hello [Customer’s Name],Welcome to our community!GratitudeCustomers want to feel valued from the start. A simple welcome message to customers that says thank you for choosing your company shows that you appreciate their decision.Best practices:Make it clear that their presence or business is important to you.Show excitement for the current relationship and future engagements.Personalize the message, if possible, with something specific about their interaction so far.Example:We appreciate that you chose us for your [product/service]. We value your trust and confidence in us.IntroductionWhen customers interact with your business for the first time, you should tell them a little about the company.Your welcome message should be able to provide a clear understanding of what you offer, in case they did not grasp the breadth of it.Prepare them to take full advantage of all the benefits that come with a relationship with your company.Best practices:Give a brief overview of your company or product.Highlight the main benefits the customer will receive from your product or service.Tell the customer what to expect: e.g., a follow-up email or onboarding process.Example:Hello [Customer Name],Welcome to the [Company name] family, where we take great satisfaction in helping people like you achieve [Desired outcome] through our [Products/Services].Here is what awaits you:[Benefit 1]: We offer [Specific feature/service] that will help you [Specific positive outcome].[Benefit 2]: Enjoy the convenience of [Specific feature/service], which allows you to [Specific positive outcome].Your success is our priority.Regards,Give customers clear instructionsCustomers sometimes need a guide through their initial stages to ensure they feel supported and informed.The goal of the next step is to make it easy for new customers to get started and have a positive experience.Your welcome message can include links and simple steps customers need to take, such as account activation.Best practices:Give the consumer links to all the information they need to use your product or service.Use a numbered list to organize any step-by-step instructions.Example:Hello [Customer Name],Greetings from [Service Name]! It’s a pleasure to have you join us. To get started with our service:Sign in: Using your registered email address, log into your account [here].Create a profile: Complete your profile by adding the requested information [here].Familiarize yourself with our features: Check out our [Features Page] to learn more about what we have to offer.You can now get things going and [use the product]Resources and supportYour welcome message should cater to different learning styles by providing a mix of resources such as FAQs, tutorials, videos, and user guides, along with contact details for customer care, and encourage them to get in touch if they need assistance.This ensures they have a smooth and positive experience from the start, making it easier for them to engage with your business.Best practices:Link to detailed guides and tutorials.List all available support channels.Provide links to your social media accounts for additional tips and updates.Example:Hello [Customer Name],Welcome to [Your Company]! It’s a pleasure having you on board. To help you get started, here are some resources we think you’ll find useful:User guide: Our comprehensive user guide [link] will walk you through everything you need to know.FAQs: Find answers to common questions in our FAQ section [link].Support: Our support team is here to help. Contact us via email at [Email address], call us at [phone number], or start a live chat support [link].Community: Join our community forum [link] to connect with other users and share your experiences.Social media: Follow us on [Social media platform] for updates and tips: [handle].If you need any assistance, don’t hesitate to reach out. We’re here to make your experience with [Your Company] as smooth and enjoyable as possible.Best regards,Encouragement and reassuranceGetting started with a business might be anxiety-inducing. Customers may be unsure about using your goods or service and may have questions or concerns.A well-drafted welcome message that reassures customers can soothe these fears and create a more welcoming atmosphere.Best practices:Clearly state the benefits they’ll gain.Encourage them to participate actively, reassuring them that their involvement is valuable and appreciated.Reassure them that help is readily available.Example:Hi [Customer Name],Welcome to [Company/Community]! We’re thrilled to have you with us. We’re here to support you every step of the way. If you have any questions or need assistance, don’t hesitate to reach out to our support team.—-We’re excited to see all the great things you’ll achieve here!Warm regardsPersonalizationCustomers value a level of care and attention that goes beyond ordinary greetings. If applicable, customize your welcome message to showcase how your products or service can address their specific needs.Best practices:Address your customer by name.Be specific by mentioning how they joined and what products they bought.Use a friendly and inviting tone.Example:Hi [Name],Welcome to [Company]!We’re excited to have you join our community.—Feel free to explore our [specific feature of what they purchased] and let us know if there’s anything we can do to help you get started.Thanks for choosing us, [Name].Call to actionEncourage the customer to take specific actions in your welcome message, such as reading about specific features, making a purchase, or joining a community.Best practices:Clearly state what you want your customers to do next, e.g., join a forumUse short, punchy phrases that are easy to remember and act on.Example:Hello [Customer Name],—Ready to streamline your workflow? Check out this tutorial on how to make the most of [top feature].Engage a returning customerAlthough a welcome message may be designed for new customers, a returning customer equally deserves a warm re-engagement.A simple “Welcome back” with their name shows you remember them, making them feel they are valued.Best practices:Thank them for their continuing interest and acknowledge their previous business.Use past purchase history or preferences to suggest relevant products or helpful content they might enjoy.Make it as simple as possible for them to proceed. Provide buttons or links that take users straight to the information or product they would find interesting.Example:Subject: Welcome Back to [Your Brand], [Customer’s Name]!Welcome back to [Your Brand]! We’re thrilled to see you again and appreciate your continued trust in us.To show our gratitude, we’re excited to offer you an exclusive [discount/offer] on your next purchase. Simply use code WELCOME20 at checkout to enjoy 20% off!Ask for feedbackWhen a customer interacts with your business for the first time, you might want to know how they heard about you.Your welcome message can humbly request this information, as long as it’s easy and optional for the customer to comply.Best practices:Keep the feedback request short and focused on specific areas.Express gratitude for their willingness to help you improve.Example:Subject: We Value Your FeedbackHi [Customer’s Name],Welcome to [Your Brand]!We’re so happy to have you here and are eager to give you the greatest experience we can.Would you mind taking a minute to let us know how you discovered us and how we’re doing? Your opinions will drive our improvement.(Insert link to survey here)Why are welcome messages important?A well-crafted welcome message is a simple yet powerful tool for creating a memorable and positive customer experience, ultimately contributing to their satisfaction.Boost customer engagementWelcome messages can effectively guide customers to explore your products, services, or platform features.By offering helpful information and clear calls to action, you can encourage new users to engage with your offerings, boosting their familiarity and comfort.Create a good first impressionAn effective welcome message creates a favorable first impression. These messages set the tone for further communications and reassure customers that assistance is readily available.Customers who have a good first impression of your brand are more likely to return, as well as give you the benefit of the doubt if something goes wrong.Improve customer experienceA polished and professional welcome message puts your customers at ease. Inviting customers to join customer communities or loyalty programs creates a sense of connection and belonging.A focus on client feedback or incidents creates a sense of community and shared experiences.Personalization shows that your customers are not just numbers. All of this contributes to a good customer experience.Set your company apart from competitorsWith an attractive welcome message that highlights your unique value and customer-focused approach, you can stand out in a crowded market.Created to make an impact, it’s important to make a name for yourself and develop deep relationships.Additionally, providing special offers or resources offers value and encourages gratitude and a sense of belonging right away.Provide important information to customersIt’s common for new customers to need assistance in getting started with your services.Welcome messages are a great method to give consumers important information that will help them navigate their purchase efficiently, such as product feature guides, account creation instructions, or tips.Customers will feel appreciated and supported when they receive a well-written welcome message that attends to their needs.A happy customerjourney is made easier by this favorable first encounter, which also raises the possibility of repeated business and referrals.Welcome messages for a better customer experienceTo improve consumer engagement and make a good first impression for your company, write a welcome message that works.You can establish trust with your visitors, encourage them to investigate your offers, and create the foundation for a long-lasting customer connection by crafting warm, customized, and helpful messages.Are you ready to write interesting welcome messages that make a lasting impression? Put these strategies into practice right now, and use LIKE.TG to keep all your customer communication organized.Feel free to schedule a live demo or free trial to get you started. Contact us if you need any help or have any questions.I hope this blog post was helpful. Feel free to share your insights in the comment section below. Your feedback will be highly appreciated.
What is Customer Lifetime Value and How to Find It
In business operations today, acquiring new customers is often more expensive than retaining existing ones.When you provide your customers with high-quality products or services, you can earn their trust and build long-lasting relationships with them.This, in turn, can increase the overall customer lifetime value.In this blog, we will explore customer lifetime value in detail, its significance to the customer experience (CX), and how to use it to increase brand loyalty. What is customer lifetime value?Customer lifetime value (CLV) is a metric that businesses use to estimate the total revenue a customer will generate throughout their entire relationship with the company.This metric helps asses the customer’s value over time rather than just focusing on the value of a single purchase.Calculating customer lifetime value can be complicated, involving several factors, such as products, costs, purchase frequency, and volume.However, it can be simplified with the right tools, and strategies can be developed to increase it.How to calculate customer lifetime valueBefore you calculate customer lifetime value, you need to determine the following values.The average customer valueThe averageannual number of purchasesThe average retention timeMultiply the three values to find the overall lifetime value. On the other hand, estimating a customer’s expenditure over time could not provide a precise picture.Since many consumers do not find businesses independently, customer lifetime value estimates should account for market research and client acquisition, engagement, and retention costs.Customer valueThis is the average amount of money a customer spends with your business in a given period.The formula to find customer value is:The average value of sales = Total sales/The number of days The Average value of transactions = Sales/TransactionsAverage customer lifespanThis is the average length of time a customer continues to do business with your company.By multiplying these two factors together, you get an estimate of the total revenue a customer can be expected to generate.Customer lifetime value examplesTo calculate CLV, let’s use a potential SaaS business as an example. We’ll show you how to apply the formula and use CLV to target top customers.The pricing structure for subscription-based services is $10, $20, and $30 per month, with an average purchase value as 18.The SaaS company targets middle-aged adults, specifically married individuals aged 35-55, who stay customers for an average of two years and spend an average of $20 per purchase. This is how you calculate the customer profile.The customer lifetime value will be calculated as follows:Now let’s calculate the CLV in example 12. The SaaS company is targeting another young adult customer profile aged 18-30, who typically stay customers for 1.5 years and have an average purchase amount of $30.Now let’s calculate CLV in example 2In conclusion, the middle-aged customer profile has a higher CLV of $960 compared to $810 for younger individuals, indicating that the SaaS business should target this group (the first customer profile).How to increase customer lifetime valueYour organization can increase its revenue by prioritizing CLV and identifying more chances to offer your clients additional value. Here are some strategies to consider.Put the needs of the consumer firstRather than concentrating on goods or profits, a customer-first attitude places the customer’s needs at the heart of business decision-making.Businesses that use a customer-first strategy can consistently provide excellent support at each stage of the customer journey.This can be achieved by:Consistently delivering valueProviding personalized experiences tailored to customer preferencesIncreasing customer satisfactionAdditionally, prioritizing customer needs builds positive word-of-mouth recommendations and referrals, attracting new customers who are likely to show similar loyalty traits, further enhancing the overall customer lifetime value.Enhance your customer onboarding processWhen you have the right customer onboarding processes, you can establish a strong relationship and trust.Providing personalized welcome emails, how-to videos, and ongoing support can educate customers on the value of a product and how to utilize it to its full potential.This investment in onboarding keeps customers engaged and happy, and more likely to become loyal, long-term customers who will spend more with your business.Pay attention to your customersYou’re aware of what your customers say about your brand if you’re proactive and use customer service analytics to track and understand your audience.Are they satisfied with your products or services? Dissatisfied customerstend to voice their complaints, particularly in product evaluations and social media remarks.Show them you’re paying attention, understand their concerns, and are working to find solutions.Gathering direct customer feedback through surveys can assist you in converting customer complaints into opportunities for improving customer service.Elevate the value of your average orderOne effective strategy to increase your customer lifetime value is to raise your average order value.When customers are nearing the completion of their purchases, you have the opportunity to suggest additional products that complement the ones they are already purchasing.By recommending complementary items, you can help boost the overall value of their order and increase the likelihood that they’ll return to make future purchases.Create a loyalty programCreating a customer loyalty program incentivizes repeat purchases and builds a stronger emotional connection between the brand and the customer.Offering rewards, gifts, and exclusive benefits encourages customers to remain loyal, leading to increased retention rates and higher overall spending over the customer’s lifetime.Additionally, loyal customers are more likely to advocate for the brand, attracting new customers through word-of-mouth referrals and further amplifying the impact on customer lifetime value.Businesses should offer incentives to effectively turn high-value customers into brand advocates.A formal referral program can reward customers for bringing in new business, and incentives may include discounts, early access to services, or upgrades.Reach clients with a smooth omnichannel strategyRather thanmaking assumptions about the channels your particular client group prefers, research to find out.Customers become used to utilizing services and goods across multiple platforms and devices without giving channelchallenges a second thought.They anticipate that businesses will be reachable across all channels and provide support at all times. Businesses can connect with them on several communication channels, such as community forums, websites, mobile apps, email, or social media.Prevent customer churn through seamless omnichannel support across preferred channels.Invest in customer experienceCustomers are often dissatisfied when their issues are not resolved on time. Consider investing in customer experience tools like customer portal software that allows customers to track and submit tickets through a user-friendly interface easily.An outstanding customer service experience not only pleases your customers but also encourages them to stay loyal to your brand.Build strong long-lasting relationships with customers. Establishing trust is essential for building long-term customer relationships since it requires dedication to continuous engagement and communication.Customers will return if they perceive your company as offering the best prices for the products and services they desire.However, in today’s digital age, customers seek more than just transactional interactions. They desire a personal connection that goes beyond business objectives and fosters a sense of value and importance.This can be achieved by:Staying in touch with customers through personalized contentAsking for customer feedback for improvementReaching out to inactive customersUtilizing customer data platformsBy consistently following these steps, you can deliver exactly what your customers need, thus increasing their customer value.Whyis customer lifetime valueimportant?We calculated the average lifetime value of a client for a SaaS company in the previous example. But why is customer lifetime value important to businesses?Here are a few of the main reasons for tracking customer lifetime value.Helps in focusing on who your customers areCompanies may create advertisements targeting high-value clients by categorizing them based on their expected value, behavior, and interests.This focused strategy ensures the efficient use of outreach funds, which allows businesses to invest more to attract clients with better lifetime values.As a result, marketing campaigns are more successful, customers are happier, and long-term profitability rises.Assists in boosting incomeMoreconsumer spending at your business leads to higher income. Through upselling and cross-selling, companies may use customer data to design product offers for their target market and boost customer lifetime value.When carried out successfully, this boosts your company’s earnings.Assists in targeting the customers you serveCompanies may enhance their outreach initiatives by grouping customers according to their expected value, behavior, and sentiments using customer lifetime value.By using a customer focused strategy, marketing money may be allocated more efficiently and businesses can focus more on gaining high-value clients.Long-term profitability rises, customer happiness rises, and marketing initiatives become more successful.Determines what needs to be improvedBy examining customer lifetime value and associated indicators like average order value, frequency of purchases, customer turnover rate, and total revenue, businesses may get important insights into client relationships.Organizations can use this data to pinpoint areas for development and possible roadblocks in their day-to-day operations.A decline in customer lifetime value (CLV) often indicates issues with the message, customer experience, or product quality.Boost Customer Lifetime Value with Comprehensive CX CollaborationCompanies that determine and study their customer lifetime value have an advantage in forecasting revenue growth and determining the most effective strategies for allocating marketing funds.LIKE.TG is dedicated to helping other businesses generate leads and in supporting them at every turn to convert customers into devoted clients with high customer lifetime values.We use data-driven strategies, real-time information, and omnichannel support to satisfy your customers and build lasting connections with them.Contact us to arrange a live demo and experience how LIKE.TG features can increase customer lifetime value. Or sign up for our free trial for immediate access.I hope you found the article useful. Do you have any more ideas or recommendations? Kindly leave your comments in the section below.
Millennials vs Gen Z: Differences in Customer Service Expectations
Millennials and Gen Z make up the youngest age group in the world. Due to their huge population, they form a significant portion of the consumer market.According to Statista, Millennials and Gen Z alone form about 43% of the US population and, therefore, are a massive driving force in the global market.It is crucial for businesses to understand each generation’s unique needs and expectations to tailor their customer service offerings and improve the customer experience for both groups.In this blog, we look into the different customer service expectations of Millennials and Gen Z, their customer service preferences, and communication styles. Millennials vs Gen Z: Understanding the two generationsYou may wonder how much difference a few years of age can make in your customers’ purchasing habits. While these two generations are separated by only a few years, they have different needs, expectations, and preferences.Who is a Millennial?Millennials or Generation Y are individuals born between 1981 and 1996. This generation was the first to grow up with internet and mobile technology.They are comfortable using technology for communication, learning, and entertainment. Millennials tend to prefer communication through traditional channels like email and phone calls.Who is Gen Z?Generation Z, also known as Zoomers or Post-Millennials, include people born between 1997 and 2012.Unlike Millennials who grew up with technology like cable television and landline phones, alongside the rise of the internet, Generation Z have lived fully connected digitally.They are comfortable using technology for various purposes such as shopping, communication, and entertainment.Zoomers adopted the use of social media and the internet from a very young age. They’re masters of navigating online platforms and absorbing information quickly.Differences between Millennial and Gen Z customersUnderstanding the differences in customer service expectations of Millennials and Gen Z can be a game-changer for your business, especially when it comes to crafting a customer service strategy.Although both Millennials and Gen Z are tech-savvy and digitally fluent, these two generations have distinct preferences and expectations whenever they engage in business with brands.Below are some key differences between Millennials and Gen Z with regard to customer service expectations.Millennials highly value personalized experiencesMillennials appreciate companies that remember their preferences and offer tailored recommendations.They prefer brands convey empathy in customer service interactions and offer real human connections based on understanding. Millennials value when brands make an effort to understand their particular needs and preferences.Gen Z also values personalization but tends to prioritize authenticity and transparency. They are more likely to trust companies that communicate openly and authentically rather than relying solely on personalized marketing tactics.Zoomers not only prefer personalization, but they also prefer brands that share their values, address them by name, remember their birthdays, and are environmentally conscious.Millennials prefer traditional communication channelsAlthough they pioneered numerous types of communication channels such as instant messaging, Millennials tend to prefer traditional communication channels like email and phone calls. Still, they are also comfortable with newer platforms like live chat.Gen Y also uses social media, mostly to go through product reviews and to get product recommendations from friends and family.Gen Z on the other hand, tends to lean heavily toward digital communication platforms, mostly instant messaging apps such as WhatsApp and Telegram. They also rely on social media platforms such as X to contact support staff and share feedback.This younger generation of customers seamlessly switches between communication channels based on the situation.They’re comfortable with live chat support as they grew up with live chat technology in AI-assisted smart devices and services like Siri and Alexa.They can use various digital platforms easily and expect seamless experiences in customer service interactions on all the platforms they use. Zoomers rely on social media for product recommendations and reviews.Millennials value loyalty programsMillennials value customer loyalty programs and therefore prefer brands that offer rewards and benefits. They view loyalty programs as a way to maximize their purchasing power and get rewarded for their brand loyalty.On the contrary, Zoomers prioritize customer experiences over traditional loyalty programs. They would rather return to your business due to a positive customer experience as opposed to being enticed by a loyalty incentive.Gen Z is more generous with private dataGeneration Z values privacy. They are, therefore, sceptical about giving private data to companies unless it is extremely necessary. They tend to trust companies that are transparent about how they collect and utilize their data.Millennials, however, are more flexible with sharing their data as long as they perceive a clear benefit. While privacy is still essential, Gen Z is generally more comfortable sharing data in exchange for personalized recommendations or exclusive offers.Millennial vs Gen Z: Self-service optionsAnother key difference in the Millennial vs Gen Z space is that Gen Z is drawn toward self-service options. They are more likely to search for solutions in online platforms such as YouTube before contacting support staff.They expect clear, intuitive interfaces and prioritize efficiency. If they can’t resolve an issue quickly and easily on their own, they’re more likely to abandon the task altogether.In the Millennial vs Gen Z space, zoomers will explore the knowledge base, conduct online research for solutions, and even participate in peer-to-peer support.Although Millennials don’t mind finding information on their own, they prefer contacting customer support staff via telephone or live chat to solve their customer issues.They value personalized experiences and may appreciate a follow-up from a customer service representative after using self-service.Similarities in customer service expectations of millennials and Gen ZThough these two generations have distinct preferences and expectations, they tend to share some similarities. Below are some of the similarities in customer service that Gen Z and Millennials share:Speed of services: Having grown up in a world of instant gratification, both generations share a strong preference for speedy customer service. They expect fast responses and quick resolution of their issues when interacting with customer service staff.Multi-channel support: Millennials and Gen Z are active users of multiple communication channels, including phone, email, chat, social media, and messaging apps.They expect companies to offer omnichannel support options that allow them to seamlessly reach out for assistance through their preferred channels.Both generations also expect a consistent level of service quality across all channels.Brand engagement: Both Generation Y and Zoomers value opportunities to engage with brands and each other through company events or online community forums. They appreciate companies that listen to their feedback and foster a sense of community and belonging.Self-service options: Both Millennials and Gen Z prefer to have a lot of self-service options available to them to solve various issues independently.They appreciate clear, concise information presented in a user-friendly way. They prefer self-service options that are well-designed and easy to navigate, with readily available solutions.Best practices for customer service: Millennials and Gen ZMillennials and Gen Z are continuously evolving and influencing market trends. Businesses must evolve along with the ever-changing needs of these two generations if they intend to remain competitive.Brands must recognize each generations distinct preferences to meet their growing expectations. Below are some core principles that brands can adopt to fulfil the needs and expectations of Millennials and Gen Z.Personalize customer interactionsBrands need to tailor their customer service offerings to suit the needs of these two generations. To do this, they have to first understand the unique needs and preferences of both Millennials and Gen Z.Brands can do the following to improve their tailored service offerings:Encourage support staff to focus on building genuine connections. They should express customer empathy by listening attentively to customer issues.Empower your customer support teams with customer data, such as past purchases, to enable them to tailor each interaction.Also ensure you add a human touch in all customer service interactions, regardless of the communication channel.Offer omnichannel supportProvide options for customers to reach you via their preferred channel. This can include:PhoneLive chatEmailSocial mediaEnsure a smooth handover between channels by sharing customer history so that customers do not have to repeat information when they switch channels or agents.Also, ensure that your support staff are always active on social media so that they do not miss mentions and can respond to customer requests as soon as possible.Collect customer data regularlyBoth Millennial and Gen Z are continuously evolving and influencing market trends. Collect their customer data and feedback to help you adapt and refine your customer service strategy.Include customer surveys or feedback forms within your customer service applications or websites to gather data on user experience and preferences.Allow customers to choose what data they share and provide an easy way to opt-out or manage their preferences.Respond to customer issues fastBoth Millennials and Gen Z value prompt responses and efficient service. To ensure you meet this expectation, you can do the following:Provide 24/7 customer service support.Train your support staff to resolve issues efficiently on first contact whenever possible.Offer quick communication through live chat or canned responses.Equip your team with the right tools such as modern help desk software to lower first response and resolution times.Harness the power of AI and automation. Use chatbots to answer customer requests promptly.Emphasize on digital communicationOptimize your websites so that they are compatible with all devices, including smartphones. Also ensure that your websites are attractive. Make sure your website, self-service options, and live chat are intuitive and mobile-friendly for a smooth digital experience.Keep an eye on digital trends and adapt to meet user preferences.Offer self-service optionsAccording to research by Gartner, 38% of millennials and Gen Z give up on resolving issues when self-service options fail.It is, therefore, essential to provide self-service options such as comprehensive knowledge bases, wikis, how-to guides, instructional videos, and a customer self-service portal.You can also personalize the self-service experience by suggesting relevant articles, tutorials, or chatbots based on past inquiries and purchase history. Always update your knowledge resources to ensure they reflect any changes in the products or services you offer.Make your brand ethical and environmentally friendlyGeneration Z and Millennials are concerned about the social responsibility of the brands they interact with. Both generations prefer to do business with companies that are ethical and care about the environment.Ensure that your business practices are sustainable, ethical, and environment friendly by:Reducing your carbon footprint by managing the use of electricity.Using environment-friendly products in your business such as reusable bags instead of plastics.Giving back to social causes such as community development projects.Being honest about how you collect and use customer data. Clearly outline your data security policies and offer customers control over their information.Provide the best customer service for Millennials and Gen ZMillennials and Gen Z are the driving force behind today’s consumer trends. Despite differences in customer service expectations, one aspect is shared by both: They want to be heard, and they want you to value their time and care for their individual needs and preferences.To turn these two generations into loyal customers, you should aim to meet their expectations and provide exceptional customer service. Provide speedy responses and convenient communication in all your channels.Empower both millennials and Gen Z in your customer base with self-service options to solve problems on their own.By focusing on these aspects, you’ll meet the expectations of both millennials and Gen Z and build lifelong brand loyalty.Contact us to learn how you can provide exceptional customer service to different customer segments. Book a demo or request a free trial to discover how to meet customer expectations with BoldDesk.We hope this blog was insightful. If you have any additional ideas, feel free to share them in the comments section below.
How to Use Slack for Customer Service Excellence
As customer expectations continue to rise, an integrated and efficient approach to service has become more in demand than ever.Businesses are turning to innovative tools like Slack to meet these expectations and streamline their support operations.Originally created as a platform for team collaboration, Slack has evolved into a valuable tool for customer service, changing the way support teams communicate, collaborate, and resolve issues.This blog delves into the key features and benefits of using Slack for customer service, illustrating how it can revamp your customer support operations and enable you to provide exceptional service in a fiercely competitive market. What is Slack?Slack replaces email with a central hub for instant messaging, file sharing, and integrations with other popular work tools.It is a versatile, cloud-based communication platform widely used by businesses of all sizes to improve productivity and streamline internal communications.Key features of SlackSome of the key features of Slack that make it a powerful tool for communication and collaboration are:Channels: Slack uses channels to organize conversations. Channels can be public within the workspace or private among a select group of team members. They are often organized by team, project, or topic, as suits the organization.Direct messages: Users can send messages directly to one another, creating a private conversation that is not visible to others in the workspace.File sharing: Slack allows users to share files by dragging and dropping them into the app or linking to files stored in other services like Google Drive or Dropbox.Search: Everything in Slack is searchable, which makes it easy to find conversations, decisions, or documents from the past.Integrations: Slack integrates with many third-party services, allowing teams to use external tools within the Slack interface.Notifications: Users can customize their notifications settings to ensure they are alerted about messages and mentions that are relevant to them.Integrating Slack with LIKE.TG for enhanced customer serviceIntegrating Slack with LIKE.TG combines the real-time communication and collaboration strengths of Slack with the robust ticket management and automation features of BoldDesk.Whether it’s handling day-to-day inquiries, resolving complex issues, or gathering customer feedback, LIKE.TG’s Slack integration equips support agents with the tools they need to deliver exceptional service.Be informed instantly:Live ticket alerts: Get notified in Slack whenever a new ticket is submitted, an update is made, or a reply is added. This ensures your team is always in the loop and can respond quickly.Threaded conversations: Conversations stay organized. Slack keeps all ticket communication threaded, providing context within the flow of messages for a smoother workflow.Real-time status tracking: Never miss a beat. Track ticket progress and status updates right within Slack channels.Direct assignee notifications: When assigning a ticket, Slack can directly notify the assignee with all the relevant information, ensuring a smooth handoff.Two-way communication:Respond from Slack: No need to switch back and forth. LIKE.TG’s integration allows you to reply to tickets directly within Slack.Internal discussions: Keep confidential matters private. Add private notes within a ticket on Slack for internal discussions and brainstorming without cluttering the customers’ view.Seamless ticket management: Edit on the fly! Modify ticket details like priority level or status directly within Slack, streamlining your workflow.Customization for optimal workflow:Tailored notifications: Not all notifications are created equal. Set up custom notification settings for individual chats and channels. This allows users to filter updates based on brand, category, or specific areas of interest.Priority alerts: Never miss a critical update. Implement status update alerts to ensure everyone stays informed on high-priority issues, preventing delays and ensuring customer satisfaction.Benefits of using Slack for customer supportA study commissioned by Khoros found that engaging with a customer service representative through online chat proved to be a worthwhile experience for 79% of consumers.Using Slack for customer support offers various advantages that can enhance the efficiency and quality of service provided to customers.Seamless integration with other tools Many third-party applications integrate with Slack, such as CRMs, help desk software, and project management tools. This integration streamlines workflows and ensures that all the necessary information is readily available within the Slack environment.Effortless file sharing Support agents can easily share files, such as screenshots, documents, and guides, directly within Slack. This can help provide visual aids to customers and improve the clarity of support interactions.Real-time communication Slack enables instant messaging, which allows customer support teams to respond to queries and issues in real time, providing a quick and efficient service that can improve customer satisfaction.A survey commissioned by Khoros revealed that nearly two-thirds of American adults who are active online consider a brand’s respect for their time as the most important aspect of a satisfying customer experience.Enhanced collaboration With Slack, support teams can collaborate seamlessly within the platform.Team members can easily discuss issues, share information, and work together to resolve customer problems more effectively.Organized conversations Slack’s channels and threads help keep conversations organized by topic or department. This makes it easier for support teams to track ongoing issues and reference past interactions, leading to more consistent and informed support.Optimized accessibility Slack is accessible across various devices, including smartphones, tablets, and desktop computers, allowing support teams to assist customers from anywhere at any time.Customizable notifications Slack allows users to customize notifications, ensuring that support agents are alerted to high-priority messages or mentions without being overwhelmed by less urgent communications.Efficient knowledge sharing Slack’s searchable history and pinned messages feature make it easy for team members to access and share knowledge. This can help improve the consistency of responses and reduce the time spent searching for information.Streamlined automation Slack supports chatbots and automated workflows, which can handle repetitive tasks, such as triaging support tickets and responding to common questions. This way, agents can focus on complex issues.Limitations of Slack for customer serviceIt is important to note that while Slack can be adapted for customer service, it is not primarily designed for this purpose. Therefore, it may lack some features that are specific to customer service platforms.Lack of a ticketing systemLimitation: Slack does not have a built-in ticketing system to track, prioritize, and assign customer issues.Solution: Integrate Slack with a dedicated customer support or ticketing tool like LIKE.TG to ensure all customer issues are logged and tracked properly.Limited automationLimitation: Slack’s native automation features might be insufficient for complex customer support workflows.Solution: Use Slack’s Workflow Builder for basic automation and consider third-party bots or integrations with customer support automation platforms to handle more advanced tasks.ScalabilityLimitation: As your customer base grows, managing support through Slack can become chaotic and unmanageable.Solution: Set up a dedicated Slack workspace or channel for customer support and consider using Slack in conjunction with a scalable customer support system.Notification overloadLimitation: Slack can generate an overwhelming number of notifications, which can lead to important customer messages being missed.Solution: Customize notification settings, use mention and keyword alerts strategically, and establish clear guidelines on when and how to use notifications for support issues.Lack of formal support metricsLimitation: Slack does not provide native analytics for customer support interactions.Solution: Integrate with analytics tools or customer service platforms that can provide metrics like response time, resolution time, and customer satisfaction scores.Multichannel support challengesLimitation: Slack alone does not facilitate managing customer interactions across multiple channels (email, social media, etc.).Solution: Use an omnichannel customer support platform that can centralize communications from various channels and integrate with Slack for internal notifications and discussions.Enhance customer service with SlackUsing Slack for customer service can enhance communication, collaboration, and efficiency within support teams. By leveraging its real-time messaging, integrations, and automation capabilities, businesses can provide faster and more effective support, leading to higher customer loyalty and satisfaction.Experience unmatched customer service integration on Slack with the LIKE.TG help desk platform. Sign up for a free trial today and see the significant improvement in your support team’s productivity with LIKE.TG. If you have any questions, don’t hesitate to reach out to the LIKE.TG support team. For a customized demonstration of how LIKE.TG can meet your company’s needs, contact us about scheduling a live demo at your convenience.
How to Encourage Knowledge Sharing in the Workplace
Is there open communication among the support teams in your workplace, or do they tend to withhold important information and compete with each other?As an employer, you have probably asked yourself several times how you can provide employees with the tools they require to be successful in their positions and maintain their competitiveness.This can be difficult due to a shortage of human resources, but knowledge sharing can be the solution.You are aware of the proverb: “Sharing is caring.”This is true, especially when it comes to gaining skills or knowledge in the workplace.If employees can openly and efficiently share their knowledge, it’s a win for organizations on many levels.This blog will explore the importance of cultivating a knowledge-sharing culture, its impact on organizational success, and strategies for promoting knowledge sharing within a company. What is knowledge sharing?Knowledge sharing refers to the process by which employees exchange information, insights, experiences,ideas, and expertise within an organization or a community.It is about sharing thoughtful knowledge with team members to understand everyone, solve problems, and learn. As a result, it improves employees’ overall productivity and innovation.Knowledge can be sharedthrough different platforms such as formal training, meetings, documentation, online web tools, informal discussions, and mentorship programs.This becomes the foundation upon which decisionsare madeaccurately.Types of knowledge sharing in a workplace Facilitating knowledge sharing can support the exchange of three types of knowledge. They include:Tacit knowledgeInformation that is not easy to articulate consists of skills or knowledge gained through experiences that are difficult to put into words.For example: How to give a great presentation.Explicit knowledgeIt is easily written down, published, and shared with others.For example: Steps, facts, manuals, and guidelines.Implicit knowledgeOrganization’s processes, practices, and culture. It can be hard to identify and capture, but it can be communicated through shared experiences, beliefs, and cultural practices.For example: Language acquisition or cultural sensitivity.Methods of sharing knowledge in an organizationIn the workplace, information is usually conveyed in a few different ways. They include:Mentorship and coachingIn this relationship, experienced employees provide guidance and support and transfer information to less experienced colleagues. Employees can be mentored, and they can learn by:Frequently making inquiries to their mentorsObserving how the skilled employee worksReceiving adviceGetting feedback on ways to improveFormal training programsThese structured sessions or workshops are designed to convey specific skills, knowledge, or procedures to employees. They include:Online videosManualsHow-to videosInformal conversationsThese consist of everyday discussions between colleagues during which insights, experiences, and information are exchanged casually within the organization.Some examples of such conversations include:Community forumsMobile appsInternal social media and collaboration toolsThese are platforms that enable agents to share information, ask questions, and collaborate on tasks in real-time.They include:Microsoft teamsSocial mediaEffective strategies to encourage knowledge sharingEffective knowledge sharing in the workplace requires the implementation of various approaches. Below are some impactful strategies to encourage knowledge sharing: Create a culture that values knowledge sharingCreating a clear goal and vision for your employees cultivates a growth mindset and nurtures a sense of unity among them.When businesses encourage a knowledge-sharing culture, employees can freely communicate valuable information and ideas across different departments and tasks.This collaborative approach enhances teamwork and lays the groundwork for productive partnership and effective cooperation.Facilitate free and organized knowledge sharingEmployees should exchange information throughout the day and schedule regular check-ins, weekly meetings, and formal knowledge-sharing sessions.This continuous flow of communication builds a collaborative work environment, ensuring everyone is on the same page and can quickly address any issue.When businesses communicate new updates or brand features to employees during scheduled times, it helps those employees understand the information, reduces confusion, and promotes customer engagement.Scheduled communication ensures that employees receive consistent and accurate information critical for maintaining a unified message across the organization.Establish knowledge sharing tools for collaborationEncouraging knowledge sharing is insufficient. Businesses must also offer employees a platform to share their knowledge effectively.Establish a space where employees can collaborate and exchange ideas or skills. This can be achieved by utilizing intranet tools to develop forums, task management systems, mobile apps, or knowledge management software.Using knowledge base software platforms, businesses can:Develop, organize, and handle information for users to easily accessManage company information such as how-to articles, frequently asked questions (FAQs), and manuals that they can share with their customers and support agentsEstablish a centralized hub where information is stored and managed in a structured manner, allowing employees and clients to search for and solve their problems independentlyHave an established procedure for knowledge managementEstablishing a structured knowledge management process is important to ensure that all information collected by employees is accurately documented and stored.Creating a knowledge base will enable agents to access information and translate it into their preferred languages, improving understanding.This will greatly facilitate information retrieval and access, crucial for effective problem-solving.Invest in technologies that facilitate knowledge sharingUse digital platforms like websites, online forums, social media channels, Microsoft Teams, and collaboration tools.They will facilitate the seamless sharing of information, best practices, and lessons learned among employees.McKinseyreports that businesses may increase knowledge worker productivity by 20-25% by utilizing social technology.Additionally, businesses can embrace artificial intelligence tools, such as generative AI Copilot, to facilitate information sharing.These AI tools are useful to employees in the following ways:Generating ideas to provide valuable information while communicatingSimplifying, rephrasing, or condensing informationProviding error-free informationDetecting sentiment or intentIt’s essential to ensure that these platforms are smooth, easily accessible, and designed to encourage active engagement and participation from all users.Acknowledge and reward contributionsRecognize team members who actively share knowledge and offer rewards to them.Show appreciation for their input by presenting awards, praising them during team meetings, or featuring them in company newsletters.Introducing a program for rewarding employees can also foster increased knowledge sharing.This can help employees feel that their ideas are highly appreciated, and it can involve them in the growth of the business.Some of rewards include:PromotionsCertificatesBonusesRecognition programsOffice perks (free meals, snacks, or coffee)DiscountsEducational scholarshipsBusinesses that recognize and appreciate employees’ knowledge and expertise make their employees feel valued and empowered.Acknowledging employees’ contributions fosters a sense of pride and ownership in their work, which can significantly boost morale and job satisfaction.Organize training programs for your employeesImplementing employee training programs effectively distributes knowledge throughout the company, ensuring that all team members have the skills needed to fulfil their roles.These programs promote a collaborative learning environment by offering employees formal opportunitiesto learn from experts and from one another.Regular training sessions encourage employees to share their skills and experiences more freely by supporting a knowledge sharing culture of professional development and continual improvement.Measure the effectiveness of knowledge sharing strategiesWhen businesses assess the effectiveness of employees’ knowledge sharing, this provides tangible evidence of its impact and underscores its benefits.This data-driven approach fosters a culture of ongoing improvement by identifying areas for development and recognizing successful practices.Moreover, companies should actively promote participation in knowledge-sharing programs by showcasing successful outcomes and commending contributions.Benefits of a knowledge-sharing culture in an organizationMaking knowledge sharing a priority will unquestionably set the stage for long-term growth and achievement. Let’s find out why knowledge sharing is advantageous in workplaces.Increases agents’ satisfaction and retentionA culture that encourages knowledge sharing fosters a sense of belonging, collaboration, and teamwork, leading to higher employee satisfaction and engagement.Employees are more likely to be retained and be loyal to the company when satisfied.Satisfied employees are also more likely to develop a strong emotional connection to their workplace, which can result in increased motivation and a willingness to go above and beyond their roles.Results in higher productivity and efficiencySharing knowledge, tips, and shortcuts can help streamline workflows and improve efficiency.By leveraging existing knowledge and resources, employees can avoid starting from scratch, leading to time and cost savings for the organization.When employees have access to a repository of collective wisdom, they can make more informed decisions quickly and execute tasks more effectively.Having adequate knowledge to share increases productivity, and readily available information increases satisfaction.Enhances agent collaboration and communicationBusinesses enhance communication and collaboration among team members and departments at all organizational levels by implementing a platform for exchanging knowledge and skills.This breaks down silos and encourages collaboration among employees, which can improve the efficiency and effectiveness of business processes.Additionally, by sharing knowledge and expertise with stakeholders, organizations can build strong relationships and improve their ability to work together to achieve common goals.Improves problem-solving skillsAccess to diverse perspectives and experiences helps support teams tackle complex challenges more effectively.Starmind researchers found that 67% of agents and 84% of C-suite executives believe they could have avoided previous errors if they had access to the right knowledge.Knowledge sharing encourages creative problem-solving approaches and identifies improvement solutions.When employees have skills, it becomes easier for them to deliver good customer service experience.Accelerates learning and developmentKnowledge sharing is essential to fostering continuous learning and skill development among employees.When employees tap into their colleagues’ collective expertise, they can quickly acquire new skills, learn best practices, and gain valuable industry insights.A centralized knowledge management system and articles created and managed within the company can serve as valuable employee references, aiding their onboarding processes and contributing to their ongoing learning and development.Reduces operational costsKnowledge sharing culture can result in extensive cost reduction and improved operational effectiveness.Utilizing employees’ knowledge through organization content creation can reduce the need for expensive third-party training.Companies can save significant amounts of money by implementing internal knowledge sharing, especially through employee-generated learning.This allows employees to create courses for their team members, reducing turnover rates and saving the company costs associated with recruiting, hiring, and training new staff.Barriers to knowledge sharing in the workplaceThe following are the most typical obstacles that prevent knowledge exchange in an organization:Knowledge hoardingIn the workplace, some employees tend to be introverted and often remain silent, choosing not to share information with their team members.Consequently, companies struggle to access important information these employees keep to themselves.When many people in a company hold onto knowledge, it might be because of the:Cultural barriersLack of supportMisaligned incentivesKnowledge silosThese are barriers within organizations that prevent effective sharing of information across departments or teams.Businesses face danger from knowledge silos because the silos divide departments into different groupings.They arise from:Hierarchical structuresCultural normsTechnological constraintsThese silos may hinder productivity, problem-solving, innovation, and communication.Inadequate opportunityRemote work has introduced a new knowledge-sharing obstacle because of reduced social interaction.In the past, employees had opportunities to socialize and share information in informal and formal settings.However, with the rise of the digital era, more team members are working remotely, resulting in fewer natural interactions and social exchanges and less open knowledge sharing.Lack of awarenessA company must ensure that all employees understand how to access information and resources for knowledge management.If the message is unclear, team members may not know when or why to use these resources, which can lead to a slow adoption of knowledge-sharing practices.Empower employees with a knowledge sharing cultureA knowledge sharing culture is the foundation of organizational success, driving collaboration, innovation, and continuous learning.By fostering an environment where employees feel empowered to share their expertise and insights, companies can unlock the full potential of their workforce.Implementing effective tools, creating incentives, and overcoming common barriers are essential strategies to cultivate a culture of knowledge sharing.Organizations that prioritize knowledge-sharing culture enhance efficiency and problem-solving capabilities and boost employee engagement and retention rates.Contact us to arrange a live demo and experience how LIKE.TG features can help you implement a knowledge-sharing culture. You can also sign up for our free trial for more information.I hope you found the article useful. Do you have any ideas or recommendations? Kindly leave your comments in the section below.Related articles Internal Customer Service: Definition and Best PracticesKnowledge Management System: Examples and Effective GuidelinesHow to Create a Knowledge Base in 7 Easy Steps
Freshdesk vs Zendesk: Which Customer Support Platform Is Right for Your Business?
A robust customer support platform can be the foundation of your strategy, helping you manage inquiries, streamline workflows, and maintain high levels of customer satisfaction.Two of the leading contenders in this space are Freshdesk and Zendesk, each offering a suite of powerful features designed to enhance your support operations.Whether you’re a small startup looking for a cost-effective solution or a large enterprise needing advanced capabilities, choosing the right platform is key. Freshdesk and Zendesk both come with their own unique strengths and can cater to different business needs.Join us as we delve into the specifics of Freshdesk vs Zendesk, examining what sets them apart and which one might be the perfect fit for your customer service strategy. Comparison of Freshdesk and ZendeskBelow is a comparative table between Freshdesk and Zendesk focusing on several key aspects of each platform:FeatureFreshdeskZendeskCore functionalityHelpdesk software with ticketing system, knowledge base, social media, and chat.Helpdesk software with ticketing system, live chat, call center software, and knowledge base.User interfaceUser-friendly with a modern, intuitive design.Clean, streamlined interface that can be more complex due to extensive features.CustomizationHigh level of customization options for ticketing.Extensive customization options available for ticketing and workflows.AutomationRobust automation for ticket routing, scenario automation, and time-triggered actions.Powerful automation with triggers, automation, and macros for ticket handling.Reporting and analyticsAdvanced reporting suite with customizable reports and dashboards.Comprehensive analytics and reporting features with custom report creation.IntegrationsOffers a marketplace with a variety of integrations including CRM, e-commerce, and productivity tools.Extensive integration options through the Zendesk Marketplace, including CRM, e-commerce, and more.Customer support channelsEmail, phone, chat, social media, and a knowledge base.Email, phone, chat, social media, a knowledge base, and community forums.PriceOffers several tiers, including a free plan for basic needs and advanced paid plans.Multiple tiered pricing plans, generally considered to be at a higher cost than Freshdesk, no free plan for businesses (only a trial).ScalabilitySuitable for businesses of all sizes, from small to large enterprises.Highly scalable, designed to accommodate small businesses to large enterprises.SecurityOffers standard security features such as SSL, data encryption, and compliance with industry standards.Advanced security features and compliance with multiple industry standards, plus additional security packages.Trial periodFree trial available for paid plans.Free trial available for all plans.Freshdesk vs Zendesk OverviewHere’s an overview of Freshdesk and Zendesk:Freshdesk, created by Freshworks Inc., is cloud-based customer support software offering a range of tools to enhance the efficiency of customer service operations.It features a unified ticketing system for various channels like email, chat, social media, and phone. The software streamlines support tasks with automated workflows for ticket routing and SLA management, and it includes a knowledge base for article creation and sharing.Customizable and capable of integrating with other apps, Freshdesk’s intuitive and scalable platform serves businesses of all sizes.Zendesk is a global customer service software company. Its main product is a cloud-hosted support platform that empowers companies to enhance customer service.The platform includes Zendesk Support, a ticketing system for managing and addressing customer inquiries through various communication channels such as email, chat, social media, and phone.Additional offerings from Zendesk include live messaging with Zendesk Chat, self-service resources through Zendesk Guide, call center features via Zendesk Talk, and data analysis with Zendesk Explore.Designed for flexibility and scalability, Zendesk’s products serve a diverse array of businesses, from small startups to large corporations.Freshdesk vs Zendesk pricingWhen comparing Freshdesk and Zendesk, pricing is a crucial factor to consider. Both platforms offer tiered pricing models to cater to different business sizes and requirements.Here’s a detailed look at Freshdesk vs Zendesk pricing structures:Freshdesk pricingFreshdesk offers several pricing tiers, including a free plan and paid plans that increase with features and capabilities.Free:Ideal for small teams or startups.Basic ticketing, email support, and a knowledge base.Limited to a small number of agents.Growth:Starts at $15 per agent per month (billed annually).Adds automation, collision detection, and more sophisticated reporting.Includes social media integration and time tracking.Pro:Starts at $49 per agent per month (billed annually).Introduces advanced features such as custom roles, satisfaction surveys, and multilingual support.Integration with CRM and other third-party applications.Enterprise:Starts at $79 per agent, per month (billed annually).Offers advanced functionalities like custom bots, IP allowlisting, and HIPAA compliance.Includes advanced analytics, a sandbox environment, and a dedicated account manager.Zendesk pricingZendesk also provides several pricing tiers with a focus on more advanced features at higher levels.Zendesk support pricing planFor smaller businesses:Support Team:Starts at $19 per agent per month (billed annually).Basic ticketing system, email, and social media support.Essential reporting and customer interaction history.Support Professional:Starts at $55 per agent per month (billed annually).Includes advanced features like CSAT surveys and performance dashboards.Multilingual support and more extensive integrations.Support Enterprise:Starts at $115 per agent per month (billed annually).Offers enterprise-grade features like custom roles.Advanced security features, including advanced data privacy and protection add-on.Zendesk suite pricing plansFor larger businesses:Suite Team:Starts at $55 per agent per month (billed annually).Prebuilt analytics dashboards.Workforce management add-onSuite Growth:Starts at $89 per agent per month (billed annually).Quality assurance add-on.Self-service customer portal.Suite Professional:Starts at $115 per agent per month (billed annually).HIPAA enabled.Eligible for Advanced AI add-on.Suite EnterpriseContact Zendesk for pricing.Customizable workspaces for agents.Advanced sandboxing and testing capabilities.Additional costs and considerationsAdd-ons and integrations: Both Freshdesk and Zendesk offer a variety of add-ons and integrations that can incur additional costs. These can include advanced analytics, AI-powered tools, and additional storage.Customization: Extensive customization may require additional development resources or professional services, which can impact overall costs.Annual vs monthly billing: Both platforms offer discounts for annual billing, which can provide significant savings compared to month-to-month plans.SummaryHere’s a table summarizing the key pricing points.FeatureFreshdeskZendeskFree planAvailable (limited features)Not availablePricing modelPer agent, per monthPer agent, per monthStarting price$15 per agent (billed annually)$19 per agent (billed annually)Value focusAffordability for smaller teamsComprehensive features for larger teamsFreshdesk is generally more affordable, especially for small to medium-sized businesses or those just starting out. Its free plan and lower entry-level pricing make it accessible, while higher tiers offer advanced features for growing businesses.Zendesk tends to be more expensive but justifies the cost with extensive features and capabilities particularly suited for larger enterprises with complex support needs. Its advanced tiers provide robust tools for managing large-scale support operations.Freshdesk vs Zendesk: What do they offer?Choosing the right customer service software is about finding the perfect blend of features to meet your needs. Here’s a head-to-head comparison of Freshdesk and Zendesk’s core offerings:Ticketing system (core functionality)Both: Freshdesk and Zendesk offer robust ticketing systems for managing customer inquiries. These include features like ticket creation, assignment, prioritization, internal notes, and communication history.Freshdesk is known for its user-friendly interface and intuitive ticketing experience.Zendesk offers advanced ticketing functionality, like ticket macros, custom fields, and advanced reporting (in higher tiers).Self-service portalBoth: Empower your customers with self-service options. Both platforms allow you to create a knowledge base with articles, FAQs, and downloadable resources.Freshdesk provides a basic knowledge-base builder.Zendesk offers a more robust knowledge base solution with features like article categorization, search functionality, and analytics (in higher tiers).Multi-channel supportFreshdesk offers multichannel support (email, social media) in paid plans.Zendesk includes multichannel support (email, social media, live chat) in most paid plans. Higher tiers offer additional channels like telephony and community forums.AutomationBoth automate repetitive tasks to streamline workflow. Both offer features like automated ticket routing, canned responses, and basic workflow automation.Zendesk provides more advanced automation functionalities through triggers and custom workflows (in higher tiers).Reporting and analyticsBoth track performance and gain insights with reporting tools.Freshdesk offers basic reporting on key metrics like agent performance and ticket resolution times.Zendesk provides more comprehensive reporting and analytics dashboards with deeper insights (in higher tiers).Artificial Intelligence (AI)Freshdesk offers basic AI functionalities and automation capabilities.Zendesk provides advanced AI features, including chatbots, sentiment analysis, and smart ticketing for improved customer experience (in higher tiers).Freshdesk vs Zendesk: reviewBoth Freshdesk and Zendesk are popular customer service platforms with a strong presence on review sites like Capterra and G2.Here’s a breakdown of how they fare based on user reviews:FreshdeskCapterra: Freshdesk receives a user rating of 5 stars out of 5 on Capterra. Users praise its ease of use, affordability, and intuitive interface. However, some reviewers mention limitations in advanced features and automation capabilities compared to Zendesk.G2: Freshdesk scores 4 stars out of 5 on G2. Similar to Capterra, reviewers highlight Freshdesk’s user-friendliness and value. Some G2 reviews mention occasional limitations in reporting and customization options.ZendeskCapterra: Zendesk has a user rating of 4 stars out of 5 on Capterra. Users commend its comprehensive feature set, powerful integrations, and scalability. However, some reviewers mention Zendesk’s pricing can be expensive for smaller teams, and the interface can be complex for beginners.G2: Zendesk scores 3 stars out of 5 on G2. Users value Zendesk’s robust functionalities, customization options, and AI capabilities. Some G2 reviews mention a steeper learning curve compared to Freshdesk and occasional concerns about customer support quality.Freshdesk vs. Zendesk: What about customer support?When comparing Freshdesk and Zendesk, the quality and availability of customer support are critical factors to consider.Both platforms are known for providing comprehensive support to their users, but there are some differences in their offerings. Here’s a look at the customer support provided by Freshdesk and Zendesk:Freshdesk customer supportSupport channelsEmail support: Available 24/7 across all plans.Phone support: Available in higher-tier plans.Live chat: Available in higher-tier plans.Community forums: Access to peer support and community discussions.Self-service resourcesKnowledge base: Extensive library of articles, guides, and FAQs.Video tutorials: Step-by-step video guides to help users navigate the platform.Webinars: Regular webinars on various topics related to customer support and product usage.Onboarding and trainingDetailed onboarding process with setup guides and tutorials.Training sessions available for teams to get up to speed with the platform.Zendesk customer supportSupport channelsEmail support: Available 24/7 for all plans.Phone support: Available 24/7 depending on the plan.Live chat support: Available for higher-tier plans.Social media support: Support via X and other social media platforms.Self-service resources:Knowledge base: Comprehensive collection of help articles, guides, and FAQs.Zendesk help center: Centralized portal for self-service support resources.Community forums: Engage with other users and share best practices.Developer portal: Resources for developers, including API documentation and SDKs.Onboarding and trainingExtensive onboarding resources including setup guides and product walk-throughs.Training programs and certification courses available for users and administrators.Access to Zendesk’s training portal for self-paced learning.SummaryFreshdesk offers solid customer support with 24/7 email support for all plans and additional channels like phone and chat for higher tiers. It provides extensive self-service resources, onboarding, and training, making it accessible for small to medium-sized businesses. The presence of a dedicated account manager for enterprise plans adds a layer of personalized support.Zendesk provides robust customer support with 24/7 availability across multiple channels, including email, phone, and social media. Its comprehensive self-service resources, extensive training programs, and developer portal make it suitable for larger enterprises. The inclusion of a dedicated account manager and proactive customer success programs for higher-tier plans ensure tailored support for complex needs.Freshdesk vs Zendesk: StrengthsWhen compared, Freshdesk and Zendesk stand out in the customer support software market for their robust feature sets and capabilities.However, each has its own strengths and may be better suited to different types of businesses and needs. Here’s a detailed comparison of Freshdesk and Zendesk, highlighting their strengths.FreshdeskUser-friendly interface: Freshdesk is known for its intuitive and clean user interface, making it easy for new users to get up to speed quickly.Affordability: Freshdesk is generally more cost-effective, with competitive pricing plans and a free tier, making it accessible for small to medium-sized businesses.Comprehensive features: Robust ticketing system with automation, collision detection, and multi-channel support (email, phone, chat, social media). Collaboration tools like Team Huddle and Shared Ownership facilitate internal communication and teamwork.Scalability: Offers a range of plans that can scale with your business as it grows, from small teams to larger enterprises.Customer support: 24/7 email support across all plans, with additional phone and chat support in higher-tier plans. Dedicated account managers and priority support for enterprise plans.ZendeskComprehensive and advanced features: Advanced ticketing system with macros, triggers, and extensive automation rules. Multichannel support includes messaging apps and social media, with a unified agent workspace.Customization and scalability: Highly customizable workflows, roles, and permissions, making it suitable for large enterprises with complex needs.Advanced analytics and reporting: Deep analytics capabilities with Zendesk Explore, offering real-time dashboards and customizable reports.Customer support: 24/7 support through multiple channels (email, phone, chat) depending on the plan. Dedicated account managers and extensive training resources for higher-tier plans.Enterprise-grade security: Advanced security features including single sign-on (SSO), data encryption, and compliance with regulations like HIPAA and GDPR.Why is LIKE.TG more suitable than Freshdesk and Zendesk?LIKE.TG is a relatively new player in the customer service software market, and it positions itself as a competitive alternative to established platforms like Freshdesk and Zendesk.There are several reasons why some organizations might consider LIKE.TG to be a preferable solution:Comprehensive and advanced featuresLIKE.TG offers a range of features designed to streamline customer support operations and enhance overall user experience. Here’s a detailed look at the key features of LIKE.TG:Ticket management: LIKE.TG allows you to create, assign, track, and manage tickets throughout their lifecycle. It provides tools to categorize, prioritize, and filter tickets, ensuring that support requests are handled promptly and effectively.Multichannel support: The system can centralize tickets from various communication channels such as email, chat, phone calls, and social media, providing a unified platform for managing all customer interactions.Automation and workflows: LIKE.TG enables you to set up automated workflows to perform routine tasks, such as assigning tickets to the appropriate team or individual based on predefined rules, sending automated responses, and escalating tickets when necessary.Artificial Intelligence (AI): LIKE.TG enables companies to utilize artificial intelligence for customer service tasks, including translating, rephrasing, and shortening text within tickets and knowledge base articles. This capability enables your teams to provide better responses and information.Knowledge base: A self-service knowledge base allows customers to find answers to common questions without needing to contact support. This reduces the volume of support tickets and empowers customers to resolve issues independently.Reporting and analytics: The software comes with built-in reporting and analytics tools that offer insights into support operations, customer satisfaction, agent performance, and ticket trends. This data can identify areas for improvement and allow you to make informed decisions.Collaboration tools: Features like internal notes, ticket sharing, and group assignments allow support teams to collaborate effectively and resolve issues efficiently.Extensive customization options: LIKE.TG offers customizable ticket forms, templates, and branding options to tailor the support experience to the organization’s needs and maintain brand consistency.Smooth integrations: The system can integrate with other business tools and platforms, such as CRM systems, live chat software, and third-party applications to streamline operations and provide a comprehensive view of customer interactions.Mobile app: A mobile application allows agents to access and manage tickets on the go, ensuring that customer support is not limited to the desktop environment.SLA management: Service level agreements (SLAs) can be defined and monitored to ensure timely responses and resolutions, helping to maintain a high level of customer satisfaction.Customer feedback and surveys: LIKE.TG includes features to collect customer feedback and conduct surveys, which can be used to gauge customer satisfaction and improve service quality.User-friendly interface: LIKE.TG offers a clean, modern, and easy-to-navigate interface, reducing the learning curve for new users and ensuring a smoother onboarding process.Security and compliance: The platform typically offers robust security measures to protect sensitive data and ensure compliance with relevant regulations and standards.Competitive pricingLIKE.TG offers a variety of pricing plans to cater to different business needs and budgets. Here’s an overview of LIKE.TG’s pricing structure:Agent-based plansIdeal for teams with a specific number of agents.Pay per agent, with a base price for a minimum number of agents (typically three).Plans include:Scale ($25/month, billed annually): Ideal for small and medium businesses, it includes three agents, email ticketing, knowledge base, workflow automation, canned responses, and various customization options. Additional agents cost $15/month each.Growth ($50/month, billed annually): Includes all features from Scale plan, plus live chat, WhatsApp support, CSAT surveys, agent signature, ticket auto-assignment, and more advanced features. Additional agents cost $32/month each.Enterprise ($75/month, billed annually): All features from Growth plan, plus multibrand capabilities for help desk and knowledge base, ticket approvals, activity/task management, agent shifts, and access to the AI Copilot (beta) add-on. Additional agents cost $48/month each.Unlimited agents plansPerfect for businesses with a fluctuating number of agents or expecting significant growth.Pay a flat monthly fee regardless of the number of agents.Plans include:Essential ($799/month, $9,588 billed annually): Ideal for small and medium businesses. Includes core features like email ticketing, knowledge base, workflow automation, and 12,000 tickets per year.Pro ($1,499/month, $17,988 billed annually): Suitable for businesses needing more advanced features and higher ticket volume. All Essential features, plus CSAT surveys, multilingual support, AI add-on (beta), and 30,000 tickets per year.Business (custom pricing, contact LIKE.TG for details): Designed for larger enterprises with complex needs. All Pro features, plus multibrand capabilities, activity/task management, and 120,000 tickets per year.SummaryLIKE.TG offers a free 15-day trial with no credit card required and a 30-day money-back guarantee.LIKE.TG also offers a free AI Copilot add-on (currently in beta) that provides features like autogenerating ticket responses, SEO title recommendations, and summarizing tickets and articles.LIKE.TG also has a free program for qualifying startups, providing 10 Growth plan agents at no charge for the first year.LIKE.TG’s pricing is designed to be competitive and flexible, making it an attractive option for small to medium-sized businesses as well as larger enterprises. The tiered plans ensure that you can choose the level of functionality and support that best fits your business needs and budget.Whether you need basic ticket management and automation or advanced customizations and integrations, LIKE.TG has a plan to suit your requirements. Contact our support team or arrange a live demo to witness the outstanding customer service software that LIKE.TG offers.Freshdesk and Zendesk FAQWhat are the main differences between Freshdesk and Zendesk?Freshdesk is known for its user-friendly interface, affordability, and robust feature set suitable for small- to medium-sized businesses. It offers comprehensive multi-channel support, automation, and collaboration tools.Zendesk, on the other hand, excels in scalability, advanced features, and extensive customization options, making it ideal for larger enterprises. Zendesk provides more complex analytics and a broader range of integrations.Which platform offers better pricing options?Freshdesk generally offers more affordable pricing plans, starting with a free tier for basic features and scaling up to $79 per agent per month for enterprise-level capabilities.Zendesk’s pricing starts at $19 per agent per month and can go up to $199 per agent per month for elite features. The higher cost of Zendesk reflects its advanced features and scalability.How do the ticketing systems of Freshdesk and Zendesk compare?Both Freshdesk and Zendesk provide robust ticketing systems. Freshdesk offers features like automation, collision detection, and multi-channel support.Zendesk offers advanced ticketing with macros, triggers, intelligent routing, and detailed ticket forms, making it more suitable for complex workflows.Can both platforms handle multichannel support?Yes, both Freshdesk and Zendesk handle multichannel support. Freshdesk supports email, phone, chat, social media, and website inquiries in a unified platform.Zendesk also supports these channels and adds messaging apps like WhatsApp, providing a more integrated agent workspace.Which platform should small businesses choose?Small- to medium-sized businesses might find Freshdesk more suitable due to its affordability, ease of use, and comprehensive feature set that covers all essential customer support needs.Which platform is better for large enterprises?Large enterprises with complex support needing advanced features, extensive customization, and deep analytics might prefer Zendesk despite its higher cost and steeper learning curve.Freshdesk vs Zendesk: Choosing the right customer service toolUltimately, the choice between Freshdesk and Zendesk will depend on your specific business requirements, budget, and the complexity of your support operations. Both platforms offer powerful tools to enhance customer service, but they cater to different organizational needs and scales.LIKE.TG stands out as a compelling alternative to Freshdesk and Zendesk, especially for businesses looking for an affordable, user-friendly, and reliable customer support solution.Explore LIKE.TG’s website to see its offerings and its dedication to customer satisfaction.
Integrating LIKE.TG with Zapier for Streamlined Customer Service
In an age where customer expectations are at an all-time high, the pressure is on customer facing teams to fine-tune their support operations and deliver swift, personalized, and impactful service.To deliver a seamless customer experience, they must juggle a toolbox of different productivity tools for ticketing, communication, knowledge sharing and so on. However, managing all these apps can be a time-consuming nightmare.The key to enhancing efficiency lies in integrating these applications to transform disjointed systems into a unified support hub.LIKE.TG integrates with Zapier, an efficient automation tool, to enable teams to reduce manual effort, minimize errors, and accelerate response times.Join us as we explore the ins and outs of integrating LIKE.TG with Zapier, illustrating how you can leverage these tools to optimize your customer support operations and take your service delivery to the next level. What is Zapier?Zapier is a web-based automation tool that automates related tasks between different software applications. It lets you build automated workflows called ‘Zaps’ that create a wide range of automations, from simple one-step actions to complex, dynamic workflows.Zaps are triggered by specific events in one app and then automatically perform actions in another.For example, an event such as ticket creation can automate actions like creating a new task in a project management tool or sending email notifications.This way, you can streamline your workflow and save time by automating repetitive tasks.The capabilities of LIKE.TG and Zapier integrationLIKE.TG is a powerful help desk software that allows you to organize support requests, automate tasks, and collaborate seamlessly with your team- all from a single, user-friendly platform.With Zapier, you can integrate LIKE.TG with 3,000+ of the web’s top tools to automate your help desk workflows and stay on top of customer requests.Here’s what you can do with this robust integration:Automate workflowsYou can easily create Zaps that trigger actions in other apps based on events that occur in BoldDesk.This means you can set up a process where, for example, a new ticket in LIKE.TG could automatically create a task in a project management tool like Trello or Asana.Conduct two-way data syncingThe LIKE.TG and Zapier integration supports syncing data across various ticketing modules with other applications.Any update made in LIKE.TG is automatically reflected in other tools and vice versa, ensuring you have a unified solution that is always up to date.Connect with unlimited online productivity toolsLIKE.TG can be integrated with over 3,000 apps available on the web via Zapier, expanding the possibilities for improved automation and efficiency.Zero coding integrationsZapier allows LIKE.TG to integrate with other tools without additional coding, making it accessible for all users, regardless of their level of technical expertise.Ready to use templates for quick automationZapier offers saved Zaps that allow users to quickly automate common LIKE.TG integrations, such as getting Microsoft Teams notifications for new LIKE.TG tickets or creating Jira issues from new LIKE.TG tickets.LIKE.TG and Zapier integration templatesA disorganized assortment of productivity tools can hinder your customer service operations. To streamline your workflow and save valuable time, adopt the following pre-built Zaps.Send instant notifications and messages for ticket activityWhenever a new ticket is created, updated, or replied to in LIKE.TG, the following Zaps deliver the notification and the ticket’s message to the specified Slack, Teams, Zoho Cliq, WhatsApp, or Telegram channels.This way, your customer service team benefits from real-time updates, ensuring they can respond to inquiries efficiently, regardless of the customer communication channels they use.This immediate flow of information improves the team’s ability to troubleshoot issues and provide timely assistance and demonstrates your commitment to swift and attentive service.Foster team collaborationThe LIKE.TG and Zapier integration ensures that cross-functional teams are always in sync, leading to quicker response times, coordinated resolutions, and improved productivity.For instance, the LIKE.TG + Jira Zap creates a LIKE.TG ticket whenever a new issue is created in Jira, and vice versa. It also automatically updates the tickets and issues with subsequent changes to ensure you are always in the loop.On the other hand, the LIKE.TG+ ClickUp Zap ensures every customer issue captured in LIKE.TG instantly translates into actionable tasks in ClickUp, keeping your support process aligned and efficient.Streamline your document signing processThe LIKE.TG+ BoldSign workflow streamlines your business processes by ensuring no declined signature request goes unnoticed. Whenever a signature request from BoldSign is declined, it instantly generates a LIKE.TG ticket,so your team is immediately alerted to follow up.This proactive customer service approach quickly addresses client concerns or objections and maintains the momentum of your document signing processes.Get notifications for each digital paymentThe LIKE.TG+ M2p Zap bridges the gap between digital payment processing and customer service management.This workflow triggers the creation of a new LIKE.TG support ticket the moment a specified event occurs within the M2P system, allowing businesses to acknowledge and track payment transactions swiftly.It ensures that every payment event is captured without fail, fostering a more organized payment system and responsive support structure.Conveniently create LIKE.TG tickets via voice commandsThe innovative LIKE.TG+ Alexa Zap harnesses the power of voice technology to streamline the customer support process, offering unparalleled convenience and efficiency.By simply voicing your chosen trigger phrase to your Amazon Alexa device, you can initiate the creation of a support ticket in LIKE.TG, without the need to type or navigate through a user interface.It not only saves precious time for users who require support but also allows them to seek help hands-free, which can be particularly beneficial in situations where they cannot use a keyboard or screen.Enhance financial management and invoicingThe BolDesk + Invoice Ninja Zap integrates Invoice Ninja, a financial management tool, with BoldDesk. It automates the creation of a new client in Invoice Ninja whenever a new contact is added in BoldDesk.This workflow reduces the potential for human error, enhances operational productivity, and ensures that the enterprise’s financial health is managed precisely and easily.Efficiently track and follow up on potential clientsSwiftly engaging with prospects is crucial for driving growth and maintaining a competitive edge. With the seamless integration of Facebook Lead Ads and LIKE.TG, businesses can capitalize on this strategic advantage.This workflow ensures that every new lead is instantly captured as a new contact in LIKE.TG, streamlining the process of turning prospects into valuable customers.Benefits of integrating LIKE.TG with ZapierWhile LIKE.TG possesses in-built automation features, coupling it with Zapier broadens its reach to many additional tools, unlocking unlimited automation possibilities that streamline operations and boost efficiency.Here’s a breakdown of some of the key advantages of this integration:Improved agent productivityIntegrating LIKE.TG with Zapier fosters a more centralized, engaging, and fulfilling work environment that reduces agent effort and boosts productivity.Customer inquiries automatically trigger ticket creation, complete with relevant details pre-populated. This eliminates tedious data entry and allows agents to jump right into understanding and addressing customer concerns.Zapier automates repetitive tasks beyond ticket creation. It can send automated acknowledgement emails upon ticket creation, route inquiries to the appropriate agent, or trigger notifications to other departments for faster resolution.Such automations free agents from these administrative routines so they can focus on what truly matters: personalized interactions, complex problem-solving, and building positive customer relationships.Faster resolution timesWhen you combine LIKE.TG’s ticketing power with Zapier’s automation capabilities, you can significantly increase ticket resolution times.Imagine a customer submitting a ticket about a billing issue. Traditionally, an agent would need to manually create the ticket, identify the relevant department, and potentially wait for that team’s response.With Zapier in the mix, the ticket creation triggers an immediate action. It automatically routes the ticket to the appropriate agent in the billing department, sends them a notification via Slack or email, and even pre-populates the ticket with relevant customer data.This eliminates delays, gets the right people involved from the get-go, and leads to a quicker turnaround time for each ticket.Enhanced customer experienceIntegrating LIKE.TG with Zapier gives you access to hundreds of other customer service tools, paving the way for a smoother customer journey.Imagine a customer reaching out with a question. Zapier can automatically pull up their past purchase history and service interactions within LIKE.TG, giving the assigned agent a holistic view of the customer issue.This allows for a personalized engagement and a targeted approach to resolving the issue.Streamlined workflows and data flowThe ability to connect LIKE.TG with other tools through Zapier means that customer profiles can be synchronized across platforms in real-time.For example, if a customer interaction starts on a different channel, such as a social media platform, Zapier can create a corresponding ticket in LIKE.TG, ensuring that all communication is centralized and accessible to the support team.This coordinated approach to customer support improves customer data management, eliminates information silos, and ensures that agents have all the needed context to resolve issues effectively.Yields actionable insightsZapier integrates LIKE.TG with customer survey tools that allow you to automatically solicit customer feedback after each interaction.Besides, you can leverage a series of analytics tools to analyze customer service metrics like ticket volume by channel, response times, agent performance, and even customer sentiment within tickets.By stitching together customer intelligence from various sources, you can gain a clear understanding of your customer base, identify trends, pinpoint areas for improvement, personalize future interactions, and ultimately, craft a customer experience strategy that truly resonates with your audience.Leverage the power of LIKE.TG + Zapier for effortless customer supportZapier enhances LIKE.TG to more effectively connect the dots within your customer service ecosystem, increase efficiency, reduce errors, and ensure that your customer service meets the growing expectations of customers with minimal effort.Ready to Zap your way to better customer support?Sign up for afree trialor booka live demoto discover the endless automation possibilities of LIKE.TG’s integration with Zapier.Please contact theLIKE.TG support teamwithany questions you may have.
Standard Operating Procedures: Definition and How to Write Them
Companies regularly carry out tasks or processes as part of their routines to ensure consistency and efficiency in their operations.Therefore, it is appropriate to establish quality standard operating procedures (SOPs) that clearly outline the necessary steps and guidelines to carry out these tasks.In this blog, we’ll explore why standard operating procedures are important and how to create, implement, and maintain them effectively. What are standard operating procedures?Standard operating procedures are a set of instructions that outline how a routine task or process should be done within an organization.It’s like a recipe for regularly getting the desired outcome, such as producing a widget, handling customer service experience inquiries, or following safety regulations.The procedures can be employed in various areas, including employee training manuals, performance reviews, and checklists of safety procedures.A well-written standard operating procedure defines routine workflows and tasks, leading to consistent and efficient organizational operations.Common standard operating procedure formatsThere are a few different formats to choose from when developing a well-structured SOP document.The checklist formatThis method usually consists of an established set of steps listed in an order users must follow. For this case, you can utilize certain business process automation (BPA) technologies.Checklist – Before publishing a blog☒Blog title length is 6-7 words long (maximum 70 characters)☐Blog title includes the focus key phrase☐Blog title includes the platform name☐Blog sub-headings have the key phrase☐Focus key phrase is used in the first paragraph (within the first 150 words)☐Key phrase is included in the blog description☐Meta description displays a green indicator under the Rank Math plugin (Should be 150-160 characters)☐Slug length is within the provided limit☐The blog author has a valid profile and a LinkedIn profile.☐Added 3-8 links to authoritative websites☐All the links in the blog have the title attribute☐Links are not added directly but are embedded into the keywords.☐ Enabled no-follow for competitor links in the blog.☐Kept each sentence under 20 words.☐Each paragraph stays within 120 words.You can easily modify and update checklists as procedures evolve or new information becomes available. Their simplicity makes them easy to change.Hierarchical formatHierarchical standard operating procedures offer detailed guidance at each step of a process, including substeps that can be labeled like 2a, 2b, 2c, etc.They are utilized when additional instructions are necessary for completing a particular task, such as logging in with a username and password.This approach simplifies complex procedures with many elaborate steps by breaking them into smaller, more manageable components. As a result, it’s easier for employees to follow and execute specific job instructions.Flowchart or diagram formatFlowcharts and diagrams are frequently used in standard operating procedures to illustrate logical stages with if-than branches, such as escalated issues or directing leads from signup to profits.Video formatA video procedure uses video footage to show how to complete a specific task or process. For example, video standard operating procedures are a great tool for training new employees, allowing them to see how tasks should be performed.They are particularly helpful for processes that require specific physical movement or involve components, actions, or results difficult to describe in words.Key components of a standard operating procedureFor an SOP to be effective, there are some general components besides the actual instructions it should include:The title of the procedureThe most recent modification dateProcess summaryDocument ID numberDescription of the most recent change (if applicable)Reviews and approvalHere is an example of an SOP structure for drafting a blog:SOP to Write ArticlesWhat is a blog?A blog is now mainly used for online marketing strategies for many businesses.Many organizations and businesses use blogs as part of their content marketing strategies to boost brand awareness and increase conversions.Its purpose:A business’s blog content usually focuses on industry-related information that may interest its target market.It shares tips on productivity and organization, as well as how its products help optimize these processes. The brand also uses its blog to share features and company updates.Blog preparation procedureBlog title (Check the title for searchability and form the title)Get the main scope of the blog.Collect the keywords.Meta descriptionPrepare the outline (Subheadings – reveal what the content is about and help attract visitors to the content).Rough draft.Main Draft.Include external and internal links.Include images.Conclude with a call to action.Check the SEO score.How to write an effective standard operating procedureA few essential measures must be taken while writing an standard operating procedures to guarantee that it is thorough, straightforward, and valuable.Define the scope and the purpose of the documentClearly state the purpose of the standard operating procedure . Define the who, what, and when of the procedure. This helps focus your efforts.State the scope of the document to specify its boundaries, including the processes it covers and to whom it applies.Collect information from the expertsWhen gathering information, consult experts and work with employees who regularly perform the task to obtain as much detailed insight as possible.Usually, a standard operating procedure document is created to streamline existing work processes.Once you have collected all the information, figuring out how to organize it will be easier.Find the target audienceWho will be using this document? Consider all the potential people who will need to use these procedures.Keep in mind that your audience might have different levels of skills and expertise, for example if the document is used to train new hires.If employees in multiple departments will need to use the standard operating procedure, make sure to use language that can be generally understood, avoiding jargon.Select the appropriate formatChoose the format that works best for the activity. In most circumstances, the procedure will be either checklist-based or in a text document (Google Docs, Microsoft Word).As you begin writing, decide whether the instructions require simple steps, hierarchical steps, or a flowchart format.Draft the documentState the specific task you’ll document and its purpose. Then, break down the entire process into clear, numbered steps that are easy to understand and follow.To enhance clarity, consider including diagrams or visuals for complex steps.Proofread, edit, review, and test the documentA well-written standard operating procedure requires thorough proofreading, testing, and revision, with effective team input:First, seek review from colleagues familiar with the procedure to correct any obvious technical errors in the documentHave the document edited for grammar and punctuation to ensure linguistic clarityShare the document with employees less familiar with the procedure to test whether it can be followed easily and accurately. Elicit questions to ensure that the language used is simple, easily understood, and can be successfully implementedRevise accordingly and repeat step 3 until satisfiedSeek approval from all concerned leads and managersSample of a standard operating procedure template:NameRoleDateNotes–Writer/ Author––Technical editor–See comments for Step 3Once this is achieved, the standard operating procedure will be ready for use.Publish the document after approvalOnce you get the approval, publish the final standard operating procedure document in an internal knowledge base for easy accessibility by the employees.Make sure relevant employees know it’s there.Use analytics to evaluate the documentationIt’s best for businesses to track how the standard operating procedures have been used and modified.After putting a lot of work into creating this type of document, you may discover via a tracking tool that the document is not being accessed.What a waste of time and effort. It could be that you failed to announce its publication or put it in a location difficult to access. Now that you know, you can remedy this.You should also obtain employee feedback on whether the documentation is easy to follow or if they still get stuck while performing the activity.The information provided will help you adjust and improve.Benefits of standard operating procedure documentsStandard operating procedures offer numerous advantages to organizations. Here are some key benefits to consider when having a well-structured one:Streamlines operations within an organization: These steps provide clear instructions for task execution, reducing confusion and errors.Provides training materials: Creating clear standard operating procedures can streamline employee onboarding and speed up training, ensuring all staff follow the same protocols.Decreases errors: Such operating procedures provide guidelines to ensure employees know how to perform common tasks without asking for help or needing to track down incomplete references. This prevents guesswork and incorrect or outdated information from being used.Enhances organization’s efficiency and effectiveness: Robust standard operating procedures provide guidelines that help streamline operations, ensure consistency, and reduce confusion in your organization.Ensures compliance with regulations and industry standards: They outline the correct procedures for activities, including ensuring employees adhere to laws and regulations for tasks that require such measures.Maintains organization’s information: Keeping these procedures in repositories like knowledge base software safeguards an organization’s knowledge during workforce changes and ensures seamless internal customer service and client support.What are the challenges involved in developing SOPs?To build comprehensive and useful standard operating procedures, several obstacles need to be resolved.Accessibility, visibility, and centralization of informationWithout accessibility and visibility, team members may return to outdated practices, defeating the purpose of creating the procedures.Pro tip: Implement a centralized online repository, communicate updates regularly, and ensure real-time access to the latest standard operating procedure documents for all employees.Outdated contentIt is a continuous challenge to ensure that these procedures remain relevant and up-to-date during changing processes, technologies, and regulations.Pro tip: Regularly review and update the documents. Identify necessary changes to reflect current best practices and regulatory requirements.Clear and understandable languageDrafting a standard operating procedure template that is easily understood by all relevant employees can be difficult when they have diverse specialties and technical skills.Pro tips: Include visual aids like diagrams, flowcharts, and images to make the document easier to understand. Avoid jargon.Ensuring completeness and accuracyAccurately capturing all necessary steps and details can be challenging, particularly for complex processes. Omission of an important step may result in inaccuracies and errors.Pro tips: Work with other experts who regularly complete the tasks. Conduct tests to pinpoint and rectify gaps or mistakes.How the LIKE.TG knowledge base can help with your SOPsBy utilizing the LIKE.TG’s knowledge base features, companies can efficiently manage their standard operating procedures, guaranteeing that all employees can easily access, maintain, and benefit from using them.This help desk software improves organizations’ operating efficiency while encouraging uniformity, compliance, and ongoing development. Standard operating procedures can be managed with the help of a LIKE.TG knowledge base in several ways:Centralized storage: All standard operating procedures can be stored in a central, cloud-based location for remote and on-site employees to access easily.Version control: The knowledge base keeps track of changes to standard operating procedure documents, so those in charge of keeping them updated always know when the most recent revisions were made. They can easily see which documents may be outdated.Search functionality: A LIKE.TG knowledge base software uses advanced search features, making it easier for users to locate specific standard operating procedure documents quickly. The documents can be tagged with keywords to make this easier.Create effective standard operating procedures for your organizationStandard operating procedures ensure consistency and quality across operations, enhance productivity, improve safety, and facilitate compliance with regulatory requirements.By clearly outlining the steps necessary to complete tasks, standard operating procedures provide employees with a reliable framework that reduces errors and confusion, ultimately leading to more streamlined processes and better overall outcomes.Book a 30-minute live demo with LIKE.TG developers to see how its knowledge base software can help you create and maintain better standard operating procedures for your support teams. Contact us if you have any questions or sign up for a 15-day free trial to test out LIKE.TG’s features for yourself.Feel free to leave your suggestions in the comments section below.
LIKE.TG Celebrates New Badges in G2 Summer 2024 Reports
LIKE.TG is pleased to announce its achievements in G2’s Grid® Reports for Help Desk | Summer 2024: we’ve earned five exciting badges!These badges prove our commitment to providing nothing short of the best when it comes to help desk software. Check out the latest badges LIKE.TG received from G2: Summer 2024 Grid® Reports for Help DeskLeaderLIKE.TG is a Leader in the Grid® Report for Help Desk Summer 2024. With LIKE.TG’s comprehensive features, supreme user-friendliness, and reliable support, many businesses have solved their customer service problems and become much more productive.Leader, Small BusinessLIKE.TG has earned a Leader badge in the Small-Business Grid® Report for Help Desk | Summer 2024. Our affordable pricing plans and flexibility make LIKE.TG ideal for small businesses looking for help desk software to help them serve their customers.Momentum LeaderLIKE.TG has also been awarded the Momentum Leader badge in the Momentum Grid® Report for Help Desk | Summer 2024.This award proves LIKE.TG’s growing reputation in the help desk software industry. With new features being added all the time and constant improvements to existing features, like artificial intelligence assistance, multilingual support, and the LIKE.TG mobile app, we fully expect LIKE.TG to be on next quarter’s Momentum Grid® Report.High Performer, EuropeLIKE.TG has been listed as a High Performer in the Europe Regional Grid® Report for Help Desk | Summer 2024.This G2 Summer badge can be attributed to LIKE.TG’s consistent quality of support, its standards based on customer reviews.Intuitive user interfaceEasy setup and onboarding processHigh Performer, EMEAAccording to G2’s EMEA Regional Grid® Report for Help Desk Summer 2024, LIKE.TG is a High Performer help desk solution.From Europe to the Middle East and Africa, LIKE.TG customer service software is helping companies serve their customers worldwide. It includes features such as multilingual and omnichannel support that make it easy to serve customers in any region.What makes LIKE.TG the best?When you choose LIKE.TG as your customer service solution, it demonstrates to your customers that your mission is to keep them happy and always satisfied.LIKE.TG is unquestionably a quality choice for its robust features, such as:An automated ticketing system that streamlines the process of managing and resolving customer requests.A workflow automation feature that helps support teams perform manual and repetitive tasks.Its knowledge base software that serves as a central repository where company information is stored, enhancing self-service support options.Its integration support that enables businesses to easily incorporate LIKE.TG with their favorite apps and daily tools.Its extensive customizations that allow businesses to tailor the help desk to meet their specific business needs.We appreciate your trust in us!To all LIKE.TG customers, thank you. Your reviews not only boost our visibility on G2 but help guide us toward making LIKE.TG even better.Elevate your customer service with LIKE.TGLIKE.TG’s recognition in the G2 Summer 2024 Reports is proof of our success in helping businesses fuel their growth and success through unmatched customer support.Start a 15-day free trial today for a transformative customer support journey. You can also contact our support team who are more than ready to address any concern you may have.Alternatively, book a live demo to see LIKE.TG’s features in action and see how they can expand your customer support horizons.
Whatsapp协议6段如何自动注册?
Whatsapp只要是做跨境业务的应该都知道,它跟我们国内的微信、QQ类似,都是一个社交聊天工具,但是相比较而言,whatsapp的用户量更大,它使用范围遍布全球180多个国家,很多国家都把whatsapp作为主要的聊天软件之一,它的月活跃用户数在23亿+。 在whatsapp上面做营销推广获取客户,是需要使用到whatsapp账号的,毕竟这是一个聊天平台,就算是用户量再大,也是需要账号的支持登录然后联系客户的。很多小伙伴抱怨在做whatsapp营销的时候,经常会封号,导致自己账号都注册不过来,再加上现在whatsapp官方对账号的审核更加的严格,很难注册账号,不知道该如何是好。 确实,我们在使用一些自动化的whatsapp营销工具的时候,不管是做筛选号码还是群发广告,都是需要我们扫码登录自己的whatsapp账号来进行的。 不知道大家有没有听说过whatsapp协议号? whatsapp协议号也是whatsapp账号的一种,它是通过注册软件注册的6段协议号,主要适用于whatsapp营销工具,跟我们正常注册的whatsapp账号是一样的,只不过类型不一样,不能扫码注册登录,只能在whatsapp营销工具中使用,通过whatsapp协议号我们可以进行筛选号码或者是群发广告,效果跟我们正常注册whatsapp账号的营销效果是一样的。 whatsapp协议号6段注册是需要使用whatsapp协议号注册软件或者是找号商直接购买的,正常是无法注册的。 对于whatsapp协议号注册,推荐大家可以使用LIKE.TGwhatsapp协议号注册软件,帮助您低成本、高效率的帮您注册6段协议号。该软件对接了主流接码平台、接码API通道,操作最低成本帮您注册大量WhatsApp协议号。 以上内容就是LIKE.TG小编为大家分享的关于“whatsapp协议6段如何自动注册?”方面的内容,希望对大家有帮助。想知道更多关于whatsapp协议号方面的知识,尽在LIKE.TG官网。